Hudson Valley Investment Advisors’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,464
| Closed | -$486K | – | 223 |
|
|
2022
Q4 | $486K | Hold |
9,464
| – | – | 0.07% | 139 |
|
|
2022
Q3 | $440K | Sell |
9,464
-470
| -5% | -$21.9K | 0.07% | 145 |
|
|
2022
Q2 | $583K | Buy |
9,934
+709
| +8% | +$41.6K | 0.09% | 128 |
|
|
2022
Q1 | $460K | Sell |
9,225
-2,249
| -20% | -$112K | 0.06% | 151 |
|
|
2021
Q4 | $528K | Buy |
11,474
+2,704
| +31% | +$124K | 0.08% | 128 |
|
|
2021
Q3 | $375K | Buy |
+8,770
| New | +$375K | 0.06% | 142 |
|