WR Wealth Planners’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $119K | Hold |
2,200
| – | – | 0.04% | 207 |
|
|
2024
Q3 | $133K | Hold |
2,200
| – | – | 0.04% | 231 |
|
|
2024
Q2 | $114K | Sell |
2,200
-100
| -4% | -$5.18K | 0.03% | 230 |
|
|
2024
Q1 | $120K | Buy |
+2,300
| New | +$120K | 0.04% | 233 |
|
|
2023
Q4 | – | Sell |
-2,300
| Closed | -$98.2K | – | 828 |
|
|
2023
Q3 | $98.2K | Hold |
2,300
| – | – | 0.04% | 238 |
|
|
2023
Q2 | $117K | Hold |
2,300
| – | – | 0.05% | 226 |
|
|
2023
Q1 | $131K | Buy |
+2,300
| New | +$131K | 0.06% | 206 |
|