Biechele Royce Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $799K | Hold |
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|
2024
Q2 | $665K | Buy |
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|
2024
Q1 | $598K | Buy |
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|
2023
Q4 | $555K | Sell |
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|
2023
Q3 | $579K | Buy |
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|
2023
Q2 | $606K | Buy |
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|
2023
Q1 | $612K | Buy |
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|
2022
Q4 | $552K | Hold |
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|
2022
Q3 | $531K | Buy |
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|
2022
Q2 | $429K | Buy |
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|
2022
Q1 | $340K | Hold |
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|
2021
Q4 | $346K | Buy |
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