Horizon Investment Services’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-18,121
| Closed | -$875K | – | 115 |
|
2017
Q2 | $875K | Buy |
18,121
+675
| +4% | +$32.6K | 0.39% | 52 |
|
2017
Q1 | $786K | Sell |
17,446
-388
| -2% | -$17.5K | 0.35% | 57 |
|
2016
Q4 | $809K | Buy |
17,834
+55
| +0.3% | +$2.5K | 0.38% | 55 |
|
2016
Q3 | $694K | Buy |
17,779
+1,019
| +6% | +$39.8K | 0.35% | 58 |
|
2016
Q2 | $715K | Buy |
16,760
+799
| +5% | +$34.1K | 0.36% | 56 |
|
2016
Q1 | $678K | Buy |
15,961
+953
| +6% | +$40.5K | 0.31% | 58 |
|
2015
Q4 | $538K | Buy |
15,008
+1,904
| +15% | +$68.3K | 0.23% | 72 |
|
2015
Q3 | $483K | Buy |
+13,104
| New | +$483K | 0.23% | 65 |
|