Anchor Investment 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
2025
Q2
$58.7K Buy
1,622
+27
+2% +$977 0.01% 559
2025
Q1
$51.9K Buy
1,595
+27
+2% +$879 ﹤0.01% 564
2024
Q4
$49.7K Buy
1,568
+27
+2% +$856 ﹤0.01% 573
2024
Q3
$50.6K Buy
+1,541
New +$50.6K ﹤0.01% 570