Belpointe Asset Management’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $674K | Buy |
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|
2025
Q2 | $507K | Sell |
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|
2025
Q1 | $490K | Buy |
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|
2024
Q4 | $451K | Sell |
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|
2024
Q3 | $497K | Sell |
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|
2024
Q2 | $482K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $523K | Sell |
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|
2022
Q3 | $523K | Sell |
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|
2022
Q2 | $713K | Buy |
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|
2022
Q1 | $709K | Buy |
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|
2021
Q4 | $654K | Sell |
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|
2021
Q3 | $625K | Buy |
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|
2021
Q2 | $514K | Buy |
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|
2021
Q1 | $481K | Buy |
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|
2020
Q4 | $468K | Buy |
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|
2020
Q3 | $367K | Sell |
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|
2020
Q2 | $496K | Buy |
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|
2020
Q1 | $464K | Sell |
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|
2019
Q4 | $686K | Buy |
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|
2019
Q3 | $594K | Buy |
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|
2019
Q2 | $470K | Buy |
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|
2019
Q1 | $359K | Sell |
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|
2018
Q4 | $574K | Sell |
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|
2018
Q3 | $652K | Buy |
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|
2018
Q2 | $443K | Buy |
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|
2018
Q1 | $293K | Sell |
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|
2017
Q4 | $458K | Buy |
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|
2017
Q3 | $390K | Buy |
|