Ethic Inc’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
4,903
-7,551
| -61% | -$396K | ﹤0.01% | 1032 |
|
|
2025
Q1 | $729K | Buy |
12,454
+740
| +6% | +$43.3K | 0.01% | 672 |
|
|
2024
Q4 | $635K | Sell |
11,714
-97
| -0.8% | -$5.26K | 0.01% | 724 |
|
|
2024
Q3 | $618K | Buy |
11,811
+1,887
| +19% | +$98.8K | 0.02% | 710 |
|
|
2024
Q2 | $514K | Sell |
9,924
-1,887
| -16% | -$97.7K | 0.01% | 758 |
|
|
2024
Q1 | $618K | Buy |
11,811
+2,792
| +31% | +$146K | 0.02% | 708 |
|
|
2023
Q4 | $474K | Buy |
9,019
+1,185
| +15% | +$62.3K | 0.01% | 750 |
|
|
2023
Q3 | $335K | Buy |
+7,834
| New | +$335K | 0.01% | 772 |
|