B. Riley Wealth Advisors’s Gabelli Utility Trust GUT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-10,526
| Closed | -$62K | – | 580 |
|
|
2015
Q2 | $62K | Sell |
10,526
-910
| -8% | -$5.36K | 0.02% | 508 |
|
|
2015
Q1 | $79K | Buy |
11,436
+123
| +1% | +$850 | 0.02% | 509 |
|
|
2014
Q4 | $81 | Buy |
11,313
+120
| +1% | +$1 | ﹤0.01% | 1833 |
|
|
2014
Q3 | $78K | Buy |
11,193
+119
| +1% | +$829 | 0.02% | 593 |
|
|
2014
Q2 | $79.2K | Buy |
11,074
+221
| +2% | +$1.58K | 0.02% | 823 |
|
|
2014
Q1 | $72K | Buy |
10,853
+291
| +3% | +$1.93K | 0.02% | 691 |
|
|
2013
Q4 | $66K | Buy |
10,562
+872
| +9% | +$5.45K | 0.02% | 629 |
|
|
2013
Q3 | $60K | Buy |
9,690
+3,002
| +45% | +$18.6K | 0.02% | 622 |
|
|
2013
Q2 | $42K | Buy |
+6,688
| New | +$42K | 0.01% | 673 |
|