RBA
Richard Bernstein Advisors’s Unitil UTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-12,353
| Closed | -$547K | – | 325 |
|
|
2020
Q4 | $547K | Hold |
12,353
| – | – | 0.01% | 268 |
|
|
2020
Q3 | $477K | Hold |
12,353
| – | – | 0.01% | 229 |
|
|
2020
Q2 | $553K | Hold |
12,353
| – | – | 0.02% | 220 |
|
|
2020
Q1 | $646K | Hold |
12,353
| – | – | 0.02% | 177 |
|
|
2019
Q4 | $763K | Hold |
12,353
| – | – | 0.02% | 205 |
|
|
2019
Q3 | $783K | Hold |
12,353
| – | – | 0.03% | 208 |
|
|
2019
Q2 | $739K | Buy |
+12,353
| New | +$739K | 0.02% | 209 |
|