Sigma Planning Corp’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,956
| Closed | -$208K | – | 1243 |
|
|
2023
Q4 | $208K | Buy |
+3,956
| New | +$208K | 0.02% | 771 |
|
|
2023
Q2 | – | Sell |
-3,861
| Closed | -$220K | – | 1353 |
|
|
2023
Q1 | $220K | Buy |
+3,861
| New | +$220K | 0.01% | 1134 |
|
|
2022
Q3 | – | Sell |
-3,778
| Closed | -$222K | – | 1332 |
|
|
2022
Q2 | $222K | Buy |
+3,778
| New | +$222K | 0.01% | 1116 |
|
|
2020
Q1 | – | Sell |
-3,491
| Closed | -$216K | – | 1089 |
|
|
2019
Q4 | $216K | Buy |
3,491
+21
| +0.6% | +$1.3K | 0.01% | 920 |
|
|
2019
Q3 | $220K | Buy |
3,470
+21
| +0.6% | +$1.33K | 0.01% | 874 |
|
|
2019
Q2 | $207K | Sell |
3,449
-573
| -14% | -$34.4K | 0.01% | 895 |
|
|
2019
Q1 | $218K | Buy |
4,022
+3
| +0.1% | +$163 | 0.01% | 811 |
|
|
2018
Q4 | $204K | Buy |
4,019
+4
| +0.1% | +$203 | 0.01% | 747 |
|
|
2018
Q3 | $204K | Buy |
4,015
+4
| +0.1% | +$203 | 0.01% | 856 |
|
|
2018
Q2 | $205K | Buy |
+4,011
| New | +$205K | 0.01% | 817 |
|