AE Wealth Management’s Virtus Reaves Utilities ETF UTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.5M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Sell |
|
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|
2021
Q4 | $4.08M | Buy |
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|
2021
Q3 | $3.46M | Buy |
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|
2021
Q2 | $3.33M | Buy |
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|
2021
Q1 | $3.19M | Buy |
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|
2020
Q4 | $2.7M | Buy |
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|
2020
Q3 | $2.44M | Sell |
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|
2020
Q2 | $2.42M | Sell |
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|
2020
Q1 | $2.56M | Buy |
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|
2019
Q4 | $1.89M | Buy |
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