Avion Wealth’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1627 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1366 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1289 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 1343 |
|
|
2024
Q2 | – | Hold |
0
| – | -$1K | – | 1267 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1102 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1356 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1216 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1049 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 782 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 542 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 585 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 561 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 311 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 305 |
|