Exencial Wealth Advisors’s UIL HOLDINGS UIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-12,172
| Closed | -$612K | – | 144 |
|
|
2015
Q3 | $612K | Buy |
+12,172
| New | +$612K | 0.3% | 81 |
|
|
2015
Q2 | – | Sell |
-19,666
| Closed | -$987K | – | 153 |
|
|
2015
Q1 | $987K | Sell |
19,666
-2,197
| -10% | -$110K | 0.41% | 66 |
|
|
2014
Q4 | $971K | Hold |
21,863
| – | – | 0.43% | 66 |
|
|
2014
Q3 | $774K | Sell |
21,863
-1,416
| -6% | -$50.1K | 0.34% | 82 |
|
|
2014
Q2 | $872K | Buy |
23,279
+6
| +0% | +$225 | 0.37% | 76 |
|
|
2014
Q1 | $872K | Buy |
23,273
+6
| +0% | +$225 | 0.36% | 78 |
|
|
2013
Q4 | $895K | Buy |
23,267
+6
| +0% | +$231 | 0.41% | 69 |
|
|
2013
Q3 | $887K | Buy |
23,261
+5
| +0% | +$191 | 0.42% | 71 |
|
|
2013
Q2 | $931K | Buy |
+23,256
| New | +$931K | 0.46% | 68 |
|