MKT 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 | $204K | Sell |
3,859
-300
| -7% | -$15.8K | 0.08% | 164 |
|
|
2025
Q1 | $229K | Hold |
4,159
| – | – | 0.11% | 129 |
|
|
2024
Q4 | $228K | Hold |
4,159
| – | – | 0.1% | 134 |
|
|
2024
Q3 | $248K | Hold |
4,159
| – | – | 0.12% | 130 |
|
|
2024
Q2 | $215K | Hold |
4,159
| – | – | 0.11% | 135 |
|
|
2024
Q1 | $204K | Hold |
4,159
| – | – | 0.11% | 137 |
|
|
2023
Q4 | $216K | Sell |
4,159
-600
| -13% | -$31.2K | 0.14% | 133 |
|
|
2023
Q3 | $201K | Sell |
4,759
-400
| -8% | -$16.9K | 0.15% | 131 |
|
|
2023
Q2 | $269K | Hold |
5,159
| – | – | 0.19% | 105 |
|
|
2023
Q1 | $307K | Hold |
5,159
| – | – | 0.23% | 87 |
|
|
2022
Q4 | $270K | Hold |
5,159
| – | – | 0.2% | 99 |
|
|
2022
Q3 | $240K | Hold |
5,159
| – | – | 0.21% | 101 |
|
|
2022
Q2 | $300K | Hold |
5,159
| – | – | 0.23% | 91 |
|
|
2022
Q1 | $282K | Hold |
5,159
| – | – | 0.21% | 99 |
|
|
2021
Q4 | $235K | Buy |
+5,159
| New | +$235K | 0.18% | 120 |
|