Sutton Wealth Advisors’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-344
| Closed | -$17.7K | – | 1539 |
|
|
2022
Q4 | $17.7K | Hold |
344
| – | – | 0.01% | 742 |
|
|
2022
Q3 | $16K | Hold |
344
| – | – | 0.01% | 733 |
|
|
2022
Q2 | $20.2K | Hold |
344
| – | – | 0.01% | 672 |
|
|
2022
Q1 | $17.2K | Buy |
344
+8
| +2% | +$399 | 0.01% | 760 |
|
|
2021
Q4 | $15.5K | Buy |
336
+112
| +50% | +$5.15K | 0.01% | 794 |
|
|
2021
Q3 | $9.58K | Buy |
+224
| New | +$9.58K | ﹤0.01% | 924 |
|