BWP
GUT
Balboa Wealth Partners’s Gabelli Utility Trust GUT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Sell |
112,445
-14,559
| -11% | -$84.4K | 0.13% | 131 |
|
|
2025
Q1 | $678K | Sell |
127,004
-352
| -0.3% | -$1.88K | 0.16% | 106 |
|
|
2024
Q4 | $641K | Sell |
127,356
-1,338
| -1% | -$6.73K | 0.15% | 113 |
|
|
2024
Q3 | $669K | Buy |
128,694
+3,000
| +2% | +$15.6K | 0.17% | 113 |
|
|
2024
Q2 | $744K | Buy |
125,694
+3,304
| +3% | +$19.6K | 0.2% | 91 |
|
|
2024
Q1 | $679K | Buy |
122,390
+20,650
| +20% | +$115K | 0.2% | 96 |
|
|
2023
Q4 | $551K | Buy |
101,740
+6,875
| +7% | +$37.3K | 0.18% | 102 |
|
|
2023
Q3 | $503K | Buy |
94,865
+8,875
| +10% | +$47K | 0.19% | 101 |
|
|
2023
Q2 | $583K | Sell |
85,990
-1,100
| -1% | -$7.46K | 0.2% | 96 |
|
|
2023
Q1 | $623K | Buy |
87,090
+7,300
| +9% | +$52.2K | 0.24% | 82 |
|
|
2022
Q4 | $599K | Sell |
79,790
-14,250
| -15% | -$107K | 0.27% | 91 |
|
|
2022
Q3 | $649K | Buy |
+94,040
| New | +$649K | 0.29% | 71 |
|