Virtus Investment Advisers’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,177
| Closed | -$226K | – | 686 |
|
|
2024
Q4 | $226K | Hold |
4,177
| – | – | 0.18% | 183 |
|
|
2024
Q3 | $253K | Hold |
4,177
| – | – | 0.2% | 167 |
|
|
2024
Q2 | $216K | Sell |
4,177
-560
| -12% | -$29K | 0.18% | 174 |
|
|
2024
Q1 | $248K | Hold |
4,737
| – | – | 0.18% | 156 |
|
|
2023
Q4 | $249K | Hold |
4,737
| – | – | 0.19% | 154 |
|
|
2023
Q3 | $202K | Hold |
4,737
| – | – | 0.14% | 176 |
|
|
2023
Q2 | $240K | Hold |
4,737
| – | – | 0.16% | 169 |
|
|
2023
Q1 | $270K | Sell |
4,737
-163
| -3% | -$9.3K | 0.19% | 148 |
|
|
2022
Q4 | $252K | Hold |
4,900
| – | – | 0.17% | 168 |
|
|
2022
Q3 | $228K | Buy |
+4,900
| New | +$228K | 0.1% | 182 |
|