Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$73.2K Buy
1,401
+47
+3% +$2.41K 0.01% 1381
2025
Q4
$65.6K Sell
1,354
-1,158
-46% -$56.4K 0.01% 1474
2025
Q3
$120K Buy
2,512
+535
+27% +$26.1K 0.01% 1240
2025
Q2
$103K Buy
+1,977
New +$110K 0.01% 1299
2023
Q3
Sell
-1,215
Closed -$61.6K 1828
2023
Q2
$61.6K Buy
1,215
+196
+19% +$10.9K 0.02% 1061
2023
Q1
$58.1K Buy
+1,019
New +$54.4K 0.02% 1056
2022
Q4
Sell
-391
Closed -$18K 1769
2022
Q3
$18K Sell
391
-5
-1% -$271 0.01% 1364
2022
Q2
$23K Buy
+396
New +$21.4K 0.01% 1378
2022
Q1
Sell
-390
Closed -$18K 2031
2021
Q4
$18K Buy
+390
New +$16.9K 0.01% 1509

Other funds holding UTL