Atlas Brown’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
Q2 | $708K | Sell |
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|
2025
Q1 | $677K | Buy |
|
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|
2024
Q4 | $658K | Buy |
|
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|
2024
Q3 | $681K | Sell |
|
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|
2024
Q2 | $689K | Buy |
|
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|
2024
Q1 | $452K | Sell |
|
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|
2023
Q4 | $597K | Sell |
|
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|
2023
Q3 | $554K | Buy |
|
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|
2023
Q2 | $613K | Buy |
|
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|
2023
Q1 | $631K | Buy |
|
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|
2022
Q4 | $626K | Buy |
|
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|
2022
Q3 | $600K | Sell |
|
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|
2022
Q2 | $705K | Sell |
|
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|
2022
Q1 | $790K | Buy |
|
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|
2021
Q4 | $798K | Buy |
|
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|
2021
Q3 | $729K | Buy |
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|
2021
Q2 | $354K | Buy |
|