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Bogart Wealth LLC’s Reaves Utility Income Fund UTG Stock Holding History

Bogart Wealth LLC’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,200
Closed -$58.8K – 1128
2023
Q4 		$58.8K Buy
+2,200
New +$58.8K ﹤0.01% 351