SeaCrest Wealth Management’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-467
| Closed | -$27K | – | 1476 |
|
|
2022
Q2 | $27K | Buy |
+467
| New | +$27K | ﹤0.01% | 1378 |
|
|
2019
Q2 | – | Sell |
-467
| Closed | -$25K | – | 1773 |
|
|
2019
Q1 | $25K | Sell |
467
-233
| -33% | -$12.5K | ﹤0.01% | 1200 |
|
|
2018
Q4 | $35K | Hold |
700
| – | – | 0.01% | 1030 |
|
|
2018
Q3 | $36K | Hold |
700
| – | – | 0.01% | 1136 |
|
|
2018
Q2 | $36K | Hold |
700
| – | – | 0.01% | 1123 |
|
|
2018
Q1 | $32K | Hold |
700
| – | – | 0.01% | 1151 |
|
|
2017
Q4 | $32K | Buy |
+700
| New | +$32K | 0.01% | 1162 |
|