WR Wealth Planners’s Unitil UTL Stock Holding History

WR Wealth Planners’s Portfolio UTL Stock Details UTL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$119K	Hold
2024 Q3	$133K	Hold
2024 Q2	$114K	Sell
2024 Q1	$120K	Buy
2023 Q4	–	Sell
2023 Q3	$98.2K	Hold
2023 Q2	$117K	Hold
2023 Q1	$131K	Buy