PWAG
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Polaris Wealth Advisory Group’s Unitil UTL Stock Holding History

Polaris Wealth Advisory Group’s Portfolio UTL Stock Details UTL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-57
Closed -$3K – 439
2018
Q3 		$3K Buy
+57
New +$3K ﹤0.01% 476
2018
Q2 		– Sell
-57
Closed -$3K – 423
2018
Q1 		$3K Buy
+57
New +$3K ﹤0.01% 428