Carson Wealth (CWM LLC)’s Gabelli Utility Trust GUT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Hold |
2,468
| – | – | ﹤0.01% | 4111 |
|
|
2025
Q1 | $13K | Buy |
2,468
+1,985
| +411% | +$10.5K | ﹤0.01% | 3954 |
|
|
2024
Q4 | $2K | Hold |
483
| – | – | ﹤0.01% | 4540 |
|
|
2024
Q3 | $3K | Sell |
483
-1,264
| -72% | -$7.85K | ﹤0.01% | 4275 |
|
|
2024
Q2 | $10K | Buy |
1,747
+495
| +40% | +$2.83K | ﹤0.01% | 3539 |
|
|
2024
Q1 | $7K | Buy |
+1,252
| New | +$7K | ﹤0.01% | 3502 |
|
|
2023
Q3 | – | Sell |
-3,899
| Closed | -$26K | – | 4300 |
|
|
2023
Q2 | $26K | Hold |
3,899
| – | – | ﹤0.01% | 2450 |
|
|
2023
Q1 | $27K | Buy |
+3,899
| New | +$27K | ﹤0.01% | 2289 |
|
|
2022
Q2 | – | Sell |
-313
| Closed | -$2K | – | 3895 |
|
|
2022
Q1 | $2K | Hold |
313
| – | – | ﹤0.01% | 3163 |
|
|
2021
Q4 | $3K | Buy |
+313
| New | +$3K | ﹤0.01% | 2967 |
|