Atlas Wealth Partners’s Virtus Reaves Utilities ETF UTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
15,056
+1,175
| +8% | +$88.8K | 1.31% | 13 |
|
|
2025
Q1 | $897K | Sell |
13,881
-1,187
| -8% | -$76.7K | 1.11% | 14 |
|
|
2024
Q4 | $961K | Buy |
15,068
+225
| +2% | +$14.4K | 1.22% | 14 |
|
|
2024
Q3 | $949K | Buy |
14,843
+350
| +2% | +$22.4K | 1.45% | 14 |
|
|
2024
Q2 | $751K | Sell |
14,493
-150
| -1% | -$7.77K | 3.18% | 7 |
|
|
2024
Q1 | $760K | Buy |
14,643
+200
| +1% | +$10.4K | 4.12% | 5 |
|
|
2023
Q4 | $625K | Buy |
14,443
+150
| +1% | +$6.49K | 3.45% | 7 |
|
|
2023
Q3 | $592K | Sell |
14,293
-175
| -1% | -$7.25K | 3.41% | 7 |
|
|
2023
Q2 | $686K | Sell |
14,468
-525
| -4% | -$24.9K | 1.97% | 15 |
|
|
2023
Q1 | $700K | Buy |
14,993
+1,323
| +10% | +$61.8K | 4.87% | 5 |
|
|
2022
Q4 | $628K | Buy |
+13,670
| New | +$628K | 3.88% | 4 |
|