Aurora Private Wealth’s Gabelli Utility Trust GUT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-55,486
| Closed | -$425K | – | 218 |
|
2021
Q3 | $425K | Hold |
55,486
| – | – | 0.17% | 121 |
|
2021
Q2 | $430K | Sell |
55,486
-108
| -0.2% | -$837 | 0.17% | 115 |
|
2021
Q1 | $375K | Buy |
55,594
+1,437
| +3% | +$9.69K | 0.16% | 126 |
|
2020
Q4 | $429K | Sell |
54,157
-4,233
| -7% | -$33.5K | 0.18% | 121 |
|
2020
Q3 | $430K | Buy |
58,390
+14,159
| +32% | +$104K | 0.18% | 103 |
|
2020
Q2 | $310K | Sell |
44,231
-28,092
| -39% | -$197K | 0.14% | 120 |
|
2020
Q1 | $412K | Buy |
72,323
+40,373
| +126% | +$230K | 0.15% | 142 |
|
2019
Q4 | $242K | Buy |
+31,950
| New | +$242K | 0.09% | 167 |
|