Howe & Rusling’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-55
| Closed | -$3K | – | 1009 |
|
|
2022
Q3 | $3K | Sell |
55
-14
| -20% | -$764 | ﹤0.01% | 816 |
|
|
2022
Q2 | $4K | Sell |
69
-9
| -12% | -$522 | ﹤0.01% | 727 |
|
|
2022
Q1 | $4K | Hold |
78
| – | – | ﹤0.01% | 742 |
|
|
2021
Q4 | $4K | Hold |
78
| – | – | ﹤0.01% | 766 |
|
|
2021
Q3 | $3K | Hold |
78
| – | – | ﹤0.01% | 812 |
|
|
2021
Q2 | $4K | Hold |
78
| – | – | ﹤0.01% | 690 |
|
|
2021
Q1 | $4K | Sell |
78
-19
| -20% | -$974 | ﹤0.01% | 697 |
|
|
2020
Q4 | $4K | Buy |
97
+17
| +21% | +$701 | ﹤0.01% | 686 |
|
|
2020
Q3 | $3K | Buy |
80
+62
| +344% | +$2.33K | ﹤0.01% | 664 |
|
|
2020
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 774 |
|