Tarbox Family Office’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-79
| Closed | -$4K | – | 940 |
|
|
2022
Q1 | $4K | Hold |
79
| – | – | ﹤0.01% | 632 |
|
|
2021
Q4 | $4K | Buy |
+79
| New | +$4K | ﹤0.01% | 712 |
|
|
2020
Q1 | – | Sell |
-16
| Closed | -$1K | – | 1333 |
|
|
2019
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1073 |
|
|
2019
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1029 |
|
|
2019
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1035 |
|