SWMP
Signature Wealth Management Partners’s Unitil UTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Hold |
5,876
| – | – | 0.18% | 78 |
|
|
2025
Q1 | $339K | Hold |
5,876
| – | – | 0.22% | 76 |
|
|
2024
Q4 | $318K | Hold |
5,876
| – | – | 0.22% | 78 |
|
|
2024
Q3 | $356K | Hold |
5,876
| – | – | 0.26% | 72 |
|
|
2024
Q2 | $304K | Hold |
5,876
| – | – | 0.23% | 78 |
|
|
2024
Q1 | $308K | Hold |
5,876
| – | – | 0.25% | 77 |
|
|
2023
Q4 | $309K | Hold |
5,876
| – | – | 0.27% | 75 |
|
|
2023
Q3 | $251K | Hold |
5,876
| – | – | 0.25% | 80 |
|
|
2023
Q2 | $298K | Hold |
5,876
| – | – | 0.28% | 70 |
|
|
2023
Q1 | $335K | Hold |
5,876
| – | – | 0.31% | 71 |
|
|
2022
Q4 | $302K | Hold |
5,876
| – | – | 0.3% | 75 |
|
|
2022
Q3 | $273K | Sell |
5,876
-1
| -0% | -$46 | 0.3% | 75 |
|
|
2022
Q2 | $345K | Hold |
5,877
| – | – | 0.35% | 70 |
|
|
2022
Q1 | $293K | Hold |
5,877
| – | – | 0.25% | 84 |
|
|
2021
Q4 | $270K | Hold |
5,877
| – | – | 0.23% | 89 |
|
|
2021
Q3 | $251K | Hold |
5,877
| – | – | 0.23% | 92 |
|
|
2021
Q2 | $311K | Hold |
5,877
| – | – | 0.28% | 81 |
|
|
2021
Q1 | $269K | Hold |
5,877
| – | – | 0.26% | 82 |
|
|
2020
Q4 | $260K | Buy |
+5,877
| New | +$260K | 0.26% | 78 |
|