Ellevest Inc’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $311K | Buy |
|
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $269K | Sell |
|
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|
2023
Q4 | $299K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $15.7K | Sell |
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|
2022
Q4 | $21.6K | Buy |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $24K | Sell |
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|
2022
Q1 | $26K | Sell |
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|
2021
Q4 | $73K | Buy |
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|
2021
Q3 | $1K | Sell |
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|
2021
Q2 | $30K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $12K | Buy |
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|
2020
Q2 | $5K | Buy |
|