Optimum Investment Advisors’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-400
| Closed | -$18K | – | 976 |
|
|
2021
Q1 | $18K | Hold |
400
| – | – | 0.01% | 686 |
|
|
2020
Q4 | $18K | Hold |
400
| – | – | 0.01% | 640 |
|
|
2020
Q3 | $15K | Hold |
400
| – | – | 0.01% | 646 |
|
|
2020
Q2 | $18K | Hold |
400
| – | – | 0.01% | 621 |
|
|
2020
Q1 | $21K | Hold |
400
| – | – | 0.01% | 563 |
|
|
2019
Q4 | $25K | Hold |
400
| – | – | 0.01% | 639 |
|
|
2019
Q3 | $25K | Hold |
400
| – | – | 0.01% | 641 |
|
|
2019
Q2 | $24K | Hold |
400
| – | – | 0.01% | 645 |
|
|
2019
Q1 | $22K | Hold |
400
| – | – | 0.01% | 672 |
|
|
2018
Q4 | $20K | Hold |
400
| – | – | 0.01% | 655 |
|
|
2018
Q3 | $20K | Hold |
400
| – | – | 0.01% | 737 |
|
|
2018
Q2 | $20K | Hold |
400
| – | – | 0.01% | 738 |
|
|
2018
Q1 | $19K | Buy |
+400
| New | +$19K | 0.01% | 718 |
|
|
2015
Q1 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 936 |
|