Lido Advisors’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,914
| Closed | -$226K | – | 1536 |
|
|
2025
Q1 | $226K | Sell |
3,914
-173
| -4% | -$9.98K | ﹤0.01% | 1237 |
|
|
2024
Q4 | $221K | Buy |
+4,087
| New | +$221K | ﹤0.01% | 1222 |
|
|
2023
Q1 | – | Sell |
-8,127
| Closed | -$417K | – | 1060 |
|
|
2022
Q4 | $417K | Buy |
8,127
+732
| +10% | +$37.6K | 0.01% | 597 |
|
|
2022
Q3 | $343K | Buy |
+7,395
| New | +$343K | ﹤0.01% | 612 |
|