Balboa Wealth Partners’s Gabelli Utility Trust GUT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Sell |
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|
2025
Q1 | $678K | Sell |
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|
2024
Q4 | $641K | Sell |
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|
2024
Q3 | $669K | Sell |
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|
2024
Q2 | $744K | Buy |
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|
2024
Q1 | $679K | Buy |
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|
2023
Q4 | $551K | Buy |
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|
2023
Q3 | $503K | Buy |
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|
2023
Q2 | $583K | Sell |
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|
2023
Q1 | $623K | Buy |
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|
2022
Q4 | $599K | Sell |
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|
2022
Q3 | $649K | Buy |
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