Back to UTL
Physician Wealth Advisors, Inc. → UTL
Physician Wealth Advisors, Inc. UTL Position History
Unitil Corporation • Utilities
Quarters held
5
Latest value
$2K
Q3 2026
Peak value
$2K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1K |
| Q4 2025 | $1K |
| Q1 2026 | $1K |
| Q2 2026 | $2K |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 46 | — | — |
| Q2 2026 | $2K | 31 | — | — |
| Q1 2026 | $1K | 21 | — | — |
| Q4 2025 | $1K | 21 | — | — |
| Q3 2025 | $1K | 25 | — | — |
Other funds holding UTL
$116.9M
$114.3M
$111.8M
$77.3M
$71.7M
$64.5M