New England Investment & Retirement Group’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-55,930
| Closed | -$2.05M | – | 64 |
|
|
2014
Q4 | $2.05M | Buy |
55,930
+5,104
| +10% | +$187K | 0.8% | 29 |
|
|
2014
Q3 | $1.58M | Buy |
50,826
+4,462
| +10% | +$139K | 0.71% | 36 |
|
|
2014
Q2 | $1.48M | Buy |
46,364
+14,894
| +47% | +$477K | 0.81% | 36 |
|
|
2014
Q1 | $1.03M | Sell |
31,470
-440
| -1% | -$14.4K | 0.63% | 35 |
|
|
2013
Q4 | $973K | Sell |
31,910
-11,902
| -27% | -$363K | 0.61% | 34 |
|
|
2013
Q3 | $1.28M | Sell |
43,812
-751
| -2% | -$22K | 0.78% | 30 |
|
|
2013
Q2 | $1.29M | Buy |
+44,563
| New | +$1.29M | 0.81% | 27 |
|