Covestor’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $0 | Sell |
3
-14
| -82% | – | ﹤0.01% | 2792 |
|
2025
Q1 | $1K | Buy |
17
+15
| +750% | +$882 | ﹤0.01% | 2115 |
|
2024
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 2775 |
|
2024
Q3 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 2811 |
|
2024
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 2798 |
|
2024
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 2793 |
|
2023
Q4 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 2779 |
|
2023
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 2773 |
|
2023
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2703 |
|
2023
Q1 | – | Sell |
-1
| Closed | – | – | 2637 |
|
2022
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2655 |
|
2022
Q3 | – | Sell |
-74
| Closed | -$4K | – | 2643 |
|
2022
Q2 | $4K | Buy |
74
+63
| +573% | +$3.41K | ﹤0.01% | 1486 |
|
2022
Q1 | $1K | Sell |
11
-2
| -15% | -$182 | ﹤0.01% | 1966 |
|
2021
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1971 |
|