Ahrens Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $88K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $289K | Sell |
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|
2022
Q2 | $366K | Buy |
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|
2022
Q1 | $349K | Sell |
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|
2021
Q4 | $1.85M | Buy |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $1.69M | Buy |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $472K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.09M | Sell |
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|
2019
Q3 | $1.18M | Buy |
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|
2019
Q2 | $447K | Buy |
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|
2019
Q1 | $382K | Buy |
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|
2018
Q4 | $310K | Buy |
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