Atria Wealth Solutions’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 | $1.84M | Sell |
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|
2025
Q1 | $2.05M | Buy |
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|
2024
Q4 | $1.72M | Sell |
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|
2024
Q3 | $2.27M | Sell |
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|
2024
Q2 | $1.92M | Buy |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.71M | Buy |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $781K | Sell |
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|
2023
Q1 | $833K | Sell |
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|
2022
Q4 | $884K | Sell |
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|
2022
Q3 | $927K | Buy |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $611K | Buy |
|