Zacks Investment Management’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 |
-5,955
| Closed | -$306K | – | 706 |
|
|
2022
Q4 | $306K | Sell |
5,955
-782
| -12% | -$40.2K | ﹤0.01% | 498 |
|
|
2022
Q3 | $313K | Buy |
+6,737
| New | +$313K | 0.01% | 479 |
|
|
2020
Q1 | – | Sell |
-23,877
| Closed | -$1.48M | – | 603 |
|
|
2019
Q4 | $1.48M | Buy |
23,877
+5,078
| +27% | +$314K | 0.03% | 322 |
|
|
2019
Q3 | $1.19M | Buy |
+18,799
| New | +$1.19M | 0.02% | 349 |
|
|
2016
Q2 | – | Sell |
-30,118
| Closed | -$1.28M | – | 719 |
|
|
2016
Q1 | $1.28M | Sell |
30,118
-211
| -0.7% | -$8.97K | 0.04% | 274 |
|
|
2015
Q4 | $1.09M | Buy |
30,329
+3,573
| +13% | +$128K | 0.04% | 282 |
|
|
2015
Q3 | $987K | Buy |
26,756
+2,723
| +11% | +$100K | 0.03% | 298 |
|
|
2015
Q2 | $794K | Buy |
24,033
+3,067
| +15% | +$101K | 0.03% | 351 |
|
|
2015
Q1 | $729K | Buy |
20,966
+1,645
| +9% | +$57.2K | 0.02% | 357 |
|
|
2014
Q4 | $709K | Sell |
19,321
-2,196
| -10% | -$80.6K | 0.02% | 330 |
|
|
2014
Q3 | $669K | Sell |
21,517
-8,543
| -28% | -$266K | 0.02% | 336 |
|
|
2014
Q2 | $1.02M | Buy |
+30,060
| New | +$1.02M | 0.04% | 257 |
|