Global Wealth Management Investment Advisory’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-280
| Closed | -$14.7K | – | 419 |
|
|
2023
Q4 | $14.7K | Hold |
280
| – | – | ﹤0.01% | 268 |
|
|
2023
Q3 | $12K | Hold |
280
| – | – | ﹤0.01% | 284 |
|
|
2023
Q2 | $14.2K | Buy |
+280
| New | +$14.2K | ﹤0.01% | 275 |
|
|
2022
Q3 | – | Sell |
-280
| Closed | -$16K | – | 457 |
|
|
2022
Q2 | $16K | Hold |
280
| – | – | 0.01% | 252 |
|
|
2022
Q1 | $14K | Hold |
280
| – | – | ﹤0.01% | 289 |
|
|
2021
Q4 | $13K | Hold |
280
| – | – | ﹤0.01% | 292 |
|
|
2021
Q3 | $12K | Hold |
280
| – | – | ﹤0.01% | 302 |
|
|
2021
Q2 | $15K | Hold |
280
| – | – | 0.01% | 266 |
|
|
2021
Q1 | $13K | Hold |
280
| – | – | ﹤0.01% | 290 |
|
|
2020
Q4 | $12K | Hold |
280
| – | – | ﹤0.01% | 263 |
|
|
2020
Q3 | $11K | Hold |
280
| – | – | ﹤0.01% | 272 |
|
|
2020
Q2 | $13K | Hold |
280
| – | – | 0.01% | 325 |
|
|
2020
Q1 | $15K | Hold |
280
| – | – | 0.01% | 286 |
|
|
2019
Q4 | $17K | Buy |
+280
| New | +$17K | 0.01% | 288 |
|