Advisornet Financial’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $84.8K | Buy |
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|
2025
Q2 | $52.9K | Buy |
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|
2025
Q1 | $27.3K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $59.6K | Hold |
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|
2023
Q4 | $59.1K | Hold |
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|
2023
Q3 | $54.5K | Buy |
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|
2023
Q2 | $52.9K | Hold |
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|
2023
Q1 | $54.8K | Buy |
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|
2022
Q4 | $9.89K | Buy |
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|
2022
Q3 | – | Hold |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $263K | Buy |
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|
2021
Q3 | $224K | Hold |
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|
2021
Q2 | $235K | Hold |
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|
2021
Q1 | $229K | Buy |
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|
2020
Q4 | $178K | Buy |
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|
2020
Q3 | $153K | Buy |
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|
2020
Q2 | $89K | Hold |
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|
2020
Q1 | $84K | Hold |
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|
2019
Q4 | $109K | Hold |
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|
2019
Q3 | $108K | Hold |
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|
2019
Q2 | $105K | Hold |
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|
2019
Q1 | $99K | Hold |
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|
2018
Q4 | $86K | Hold |
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|
2018
Q3 | $90K | Hold |
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|
2018
Q2 | $85K | Hold |
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|
2018
Q1 | $83K | Buy |
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