BerganKDV Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $411K | Hold |
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2023
Q1 | $426K | Hold |
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|
2022
Q4 | $424K | Hold |
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|
2022
Q3 | $409K | Hold |
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|
2022
Q2 | $465K | Sell |
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|
2022
Q1 | $527K | Sell |
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|
2021
Q4 | $784K | Buy |
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|
2021
Q3 | $731K | Sell |
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|
2021
Q2 | $765K | Sell |
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|
2021
Q1 | $749K | Buy |
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|
2020
Q4 | $725K | Sell |
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|
2020
Q3 | $741K | Sell |
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|
2020
Q2 | $756K | Sell |
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|
2020
Q1 | $738K | Buy |
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|
2019
Q4 | $556K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $72K | Sell |
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|
2019
Q1 | $75K | Sell |
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|
2018
Q4 | $334K | Buy |
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|
2018
Q3 | $345K | Buy |
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|
2018
Q2 | $314K | Sell |
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|
2018
Q1 | $310K | Buy |
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