KMS Financial Services’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $742K | Hold |
23,855
| – | – | 0.1% | 192 |
|
|
2014
Q2 | $807K | Sell |
23,855
-610
| -2% | -$20.6K | 0.12% | 186 |
|
|
2014
Q1 | $803K | Hold |
24,465
| – | – | 0.13% | 184 |
|
|
2013
Q4 | $746K | Sell |
24,465
-170
| -0.7% | -$5.18K | 0.13% | 186 |
|
|
2013
Q3 | $721K | Hold |
24,635
| – | – | 0.18% | 145 |
|
|
2013
Q2 | $711K | Buy |
+24,635
| New | +$711K | 0.2% | 129 |
|