EverSource Wealth Advisors’s Unitil UTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7K | Buy |
455
+390
| +600% | +$20.3K | ﹤0.01% | 2161 |
|
|
2025
Q1 | $3.75K | Buy |
65
+1
| +2% | +$58 | ﹤0.01% | 2635 |
|
|
2024
Q4 | $3.47K | Buy |
64
+53
| +482% | +$2.87K | ﹤0.01% | 2501 |
|
|
2024
Q3 | $666 | Hold |
11
| – | – | ﹤0.01% | 2804 |
|
|
2024
Q2 | $674 | Buy |
+11
| New | +$674 | ﹤0.01% | 2817 |
|
|
2023
Q1 | – | Sell |
-47
| Closed | -$2.41K | – | 2547 |
|
|
2022
Q4 | $2.41K | Buy |
+47
| New | +$2.41K | ﹤0.01% | 1858 |
|