AWM
GUT
Accurate Wealth Management’s Gabelli Utility Trust GUT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99K | Buy |
16,424
+12
| +0.1% | +$72 | 0.02% | 439 |
|
|
2025
Q1 | $86.3K | Buy |
16,412
+12
| +0.1% | +$63 | 0.02% | 372 |
|
|
2024
Q4 | $89.1K | Buy |
16,400
+1,900
| +13% | +$10.3K | 0.02% | 376 |
|
|
2024
Q3 | $74.2K | Hold |
14,500
| – | – | 0.01% | 377 |
|
|
2024
Q2 | $88.5K | Hold |
14,500
| – | – | 0.02% | 325 |
|
|
2024
Q1 | $80.3K | Hold |
14,500
| – | – | 0.02% | 284 |
|
|
2023
Q4 | $78.3K | Hold |
14,500
| – | – | 0.02% | 269 |
|
|
2023
Q3 | $85.1K | Sell |
14,500
-3,400
| -19% | -$20K | 0.03% | 265 |
|
|
2023
Q2 | $123K | Hold |
17,900
| – | – | 0.04% | 266 |
|
|
2023
Q1 | $130K | Sell |
17,900
-1,500
| -8% | -$10.9K | 0.04% | 244 |
|
|
2022
Q4 | $149K | Buy |
+19,400
| New | +$149K | 0.05% | 242 |
|