Heritage Wealth Management (Arizona)’s Unitil UTL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-718	Closed	-$36K	–	1060
2022 Q1	$36K	Buy	+718	New	+$36K	0.01%	515
2021 Q3	$56K	Buy	1,301 +218	+20%	+$9.38K	0.02%	433
2021 Q2	$57K	Buy	1,083 +454	+72%	+$23.9K	0.02%	437
2021 Q1	$29K	Buy	+629	New	+$29K	0.02%	452