Liberty Wealth Management’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-330
| Closed | -$14K | – | 1051 |
|
|
2021
Q3 | $14K | Buy |
330
+166
| +101% | +$7.04K | 0.01% | 748 |
|
|
2021
Q2 | $9K | Buy |
164
+1
| +0.6% | +$55 | ﹤0.01% | 686 |
|
|
2021
Q1 | $6K | Hold |
163
| – | – | ﹤0.01% | 684 |
|
|
2020
Q4 | $6K | Buy |
163
+1
| +0.6% | +$37 | ﹤0.01% | 679 |
|
|
2020
Q3 | $6K | Buy |
162
+100
| +161% | +$3.7K | ﹤0.01% | 609 |
|
|
2020
Q2 | $3K | Buy |
62
+1
| +2% | +$48 | ﹤0.01% | 713 |
|
|
2020
Q1 | $3K | Sell |
61
-9
| -13% | -$443 | ﹤0.01% | 701 |
|
|
2019
Q4 | $4K | Buy |
70
+1
| +1% | +$57 | ﹤0.01% | 706 |
|
|
2019
Q3 | $4K | Hold |
69
| – | – | ﹤0.01% | 682 |
|
|
2019
Q2 | $4K | Buy |
69
+7
| +11% | +$406 | ﹤0.01% | 703 |
|
|
2019
Q1 | $3K | Buy |
62
+1
| +2% | +$48 | ﹤0.01% | 609 |
|
|
2018
Q4 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 651 |
|