Financial Counselors 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 | – | Sell |
-6,379
| Closed | -$368K | – | 502 |
|
|
2025
Q1 | $368K | Hold |
6,379
| – | – | 0.01% | 463 |
|
|
2024
Q4 | $346K | Hold |
6,379
| – | – | 0.01% | 468 |
|
|
2024
Q3 | $386K | Hold |
6,379
| – | – | 0.01% | 470 |
|
|
2024
Q2 | $330K | Sell |
6,379
-90
| -1% | -$4.66K | 0.01% | 465 |
|
|
2024
Q1 | $339K | Hold |
6,469
| – | – | 0.01% | 479 |
|
|
2023
Q4 | $340K | Hold |
6,469
| – | – | 0.01% | 463 |
|
|
2023
Q3 | $276K | Buy |
+6,469
| New | +$276K | 0.01% | 480 |
|
|
2020
Q1 | – | Sell |
-4,634
| Closed | -$286K | – | 549 |
|
|
2019
Q4 | $286K | Buy |
+4,634
| New | +$286K | 0.01% | 436 |
|