Riverwater Partners’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,815
| Closed | -$315K | – | 232 |
|
|
2024
Q4 | $315K | Sell |
5,815
-25,762
| -82% | -$1.4M | 0.15% | 160 |
|
|
2024
Q3 | $1.88M | Buy |
31,577
+23,200
| +277% | +$1.38M | 0.94% | 27 |
|
|
2024
Q2 | $434K | Sell |
8,377
-775
| -8% | -$40.1K | 0.32% | 88 |
|
|
2024
Q1 | $479K | Sell |
9,152
-129
| -1% | -$6.75K | 0.35% | 82 |
|
|
2023
Q4 | $488K | Buy |
9,281
+185
| +2% | +$9.73K | 0.38% | 73 |
|
|
2023
Q3 | $388K | Buy |
9,096
+4,229
| +87% | +$181K | 0.35% | 86 |
|
|
2023
Q2 | $247K | Hold |
4,867
| – | – | 0.22% | 155 |
|
|
2023
Q1 | $278K | Buy |
4,867
+3
| +0.1% | +$171 | 0.25% | 130 |
|
|
2022
Q4 | $250K | Buy |
4,864
+25
| +0.5% | +$1.28K | 0.21% | 159 |
|
|
2022
Q3 | $225K | Sell |
4,839
-2,980
| -38% | -$139K | 0.22% | 157 |
|
|
2022
Q2 | $459K | Buy |
7,819
+56
| +0.7% | +$3.29K | 0.46% | 67 |
|
|
2022
Q1 | $387K | Buy |
7,763
+2
| +0% | +$100 | 0.64% | 70 |
|
|
2021
Q4 | $357K | Buy |
+7,761
| New | +$357K | 0.32% | 116 |
|