Evoke Wealth’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-156
| Closed | -$7K | – | 1100 |
|
|
2022
Q3 | $7K | Hold |
156
| – | – | ﹤0.01% | 831 |
|
|
2022
Q2 | $9K | Hold |
156
| – | – | ﹤0.01% | 793 |
|
|
2022
Q1 | $8K | Hold |
156
| – | – | ﹤0.01% | 816 |
|
|
2021
Q4 | $7K | Hold |
156
| – | – | ﹤0.01% | 851 |
|
|
2021
Q3 | $6K | Hold |
156
| – | – | ﹤0.01% | 828 |
|
|
2021
Q2 | $8K | Hold |
156
| – | – | ﹤0.01% | 791 |
|
|
2021
Q1 | $7K | Hold |
156
| – | – | ﹤0.01% | 782 |
|
|
2020
Q4 | $7K | Hold |
156
| – | – | ﹤0.01% | 651 |
|
|
2020
Q3 | $6K | Hold |
156
| – | – | ﹤0.01% | 643 |
|
|
2020
Q2 | $7K | Hold |
156
| – | – | ﹤0.01% | 610 |
|
|
2020
Q1 | $8.16K | Hold |
156
| – | – | ﹤0.01% | 533 |
|
|
2019
Q4 | $9.64K | Hold |
156
| – | – | ﹤0.01% | 758 |
|
|
2019
Q3 | $9.9K | Buy |
+156
| New | +$9.9K | ﹤0.01% | 825 |
|