Carson Wealth (CWM LLC)’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38K | Sell |
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|
2025
Q2 | $46K | Buy |
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|
2025
Q1 | $35K | Sell |
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|
2024
Q4 | $40K | Buy |
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|
2024
Q3 | $33K | Buy |
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|
2024
Q2 | $21K | Buy |
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|
2024
Q1 | $1K | Sell |
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|
2023
Q4 | $5K | Sell |
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|
2023
Q3 | $22K | Sell |
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|
2023
Q2 | $27K | Buy |
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|
2023
Q1 | $1K | Hold |
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|
2022
Q4 | $1K | Sell |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $2K | Buy |
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|
2021
Q2 | $2.1M | Hold |
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|
2021
Q1 | $2.1M | Hold |
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|
2020
Q4 | $2.1M | Hold |
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|
2020
Q3 | $2.1M | Hold |
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|
2020
Q2 | $2.1M | Hold |
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|
2020
Q1 | $2.1M | Hold |
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|
2019
Q4 | $2.1M | Hold |
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|
2019
Q3 | $2.1M | Hold |
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|
2019
Q2 | $2.1M | Hold |
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|
2019
Q1 | $2.1M | Buy |
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