Accel Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-825
| Closed | -$23.4K | – | 834 |
|
|
2023
Q1 | $23.4K | Hold |
825
| – | – | 0.01% | 660 |
|
|
2022
Q4 | $23.3K | Hold |
825
| – | – | 0.01% | 510 |
|
|
2022
Q3 | $23K | Hold |
825
| – | – | 0.01% | 526 |
|
|
2022
Q2 | $26K | Hold |
825
| – | – | 0.01% | 477 |
|
|
2022
Q1 | $29K | Hold |
825
| – | – | 0.02% | 478 |
|
|
2021
Q4 | $29K | Hold |
825
| – | – | 0.01% | 500 |
|
|
2021
Q3 | $27K | Hold |
825
| – | – | 0.02% | 445 |
|
|
2021
Q2 | $28K | Hold |
825
| – | – | 0.02% | 453 |
|
|
2021
Q1 | $28K | Hold |
825
| – | – | 0.02% | 426 |
|
|
2020
Q4 | $27K | Buy |
+825
| New | +$27K | 0.03% | 423 |
|