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Avantax Planning Partners’s Reaves Utility Income Fund UTG Stock Holding History

Avantax Planning Partners’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-15,000
Closed -$551K – 316
2019
Q3 		$551K Hold
15,000
– – 0.03% 158
2019
Q2 		$542K Hold
15,000
– – 0.04% 159
2019
Q1 		$505K Buy
+15,000
New +$505K 0.04% 162