Ladenburg Thalmann Financial Services’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $168K | Buy |
2,719
+303
| +13% | +$18.7K | ﹤0.01% | 2645 |
|
|
2019
Q3 | $154K | Sell |
2,416
-42
| -2% | -$2.68K | ﹤0.01% | 2656 |
|
|
2019
Q2 | $147K | Buy |
2,458
+25
| +1% | +$1.5K | ﹤0.01% | 2694 |
|
|
2019
Q1 | $131K | Buy |
2,433
+22
| +0.9% | +$1.19K | ﹤0.01% | 2708 |
|
|
2018
Q4 | $122K | Buy |
2,411
+68
| +3% | +$3.44K | ﹤0.01% | 2616 |
|
|
2018
Q3 | $119K | Buy |
2,343
+175
| +8% | +$8.89K | ﹤0.01% | 2695 |
|
|
2018
Q2 | $101K | Hold |
2,168
| – | – | ﹤0.01% | 2739 |
|
|
2018
Q1 | $101K | Sell |
2,168
-1,713
| -44% | -$79.8K | ﹤0.01% | 2739 |
|
|
2017
Q4 | $178K | Buy |
3,881
+2
| +0.1% | +$92 | ﹤0.01% | 2289 |
|
|
2017
Q3 | $192K | Sell |
3,879
-80
| -2% | -$3.96K | ﹤0.01% | 2144 |
|
|
2017
Q2 | $191K | Buy |
3,959
+1,543
| +64% | +$74.4K | ﹤0.01% | 2056 |
|
|
2017
Q1 | $109K | Buy |
2,416
+703
| +41% | +$31.7K | ﹤0.01% | 2346 |
|
|
2016
Q4 | $78K | Buy |
1,713
+93
| +6% | +$4.24K | ﹤0.01% | 2507 |
|
|
2016
Q3 | $63K | Buy |
1,620
+36
| +2% | +$1.4K | ﹤0.01% | 2609 |
|
|
2016
Q2 | $68K | Hold |
1,584
| – | – | ﹤0.01% | 2449 |
|
|
2016
Q1 | $67K | Sell |
1,584
-25,219
| -94% | -$1.07M | ﹤0.01% | 2370 |
|
|
2015
Q4 | $962K | Sell |
26,803
-994
| -4% | -$35.7K | 0.02% | 713 |
|
|
2015
Q3 | $1.03M | Sell |
27,797
-531
| -2% | -$19.6K | 0.02% | 624 |
|
|
2015
Q2 | $936K | Buy |
28,328
+3,475
| +14% | +$115K | 0.02% | 747 |
|
|
2015
Q1 | $863K | Sell |
24,853
-205
| -0.8% | -$7.12K | 0.02% | 756 |
|
|
2014
Q4 | $919K | Buy |
25,058
+23,595
| +1,613% | +$865K | 0.02% | 641 |
|
|
2014
Q3 | $45K | Hold |
1,463
| – | – | ﹤0.01% | 2104 |
|
|
2014
Q2 | $49K | Sell |
1,463
-42
| -3% | -$1.41K | ﹤0.01% | 2069 |
|
|
2014
Q1 | $49K | Sell |
1,505
-150
| -9% | -$4.88K | ﹤0.01% | 1992 |
|
|
2013
Q4 | $50K | Hold |
1,655
| – | – | ﹤0.01% | 1920 |
|
|
2013
Q3 | $48K | Hold |
1,655
| – | – | ﹤0.01% | 1858 |
|
|
2013
Q2 | $48K | Buy |
+1,655
| New | +$48K | ﹤0.01% | 1770 |
|