Signature Wealth Management Partners’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Hold |
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|
2025
Q1 | $339K | Hold |
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|
2024
Q4 | $318K | Hold |
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|
2024
Q3 | $356K | Hold |
|
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|
2024
Q2 | $304K | Hold |
|
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|
2024
Q1 | $308K | Hold |
|
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|
2023
Q4 | $309K | Hold |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $298K | Hold |
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|
2023
Q1 | $335K | Hold |
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|
2022
Q4 | $302K | Hold |
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|
2022
Q3 | $273K | Sell |
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|
2022
Q2 | $345K | Hold |
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|
2022
Q1 | $293K | Hold |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $251K | Hold |
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|
2021
Q2 | $311K | Hold |
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|
2021
Q1 | $269K | Hold |
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|
2020
Q4 | $260K | Buy |
|