Cassaday & Co Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,200
Closed -$202K 279
2023
Q3
$202K Buy
+8,200
New +$202K 0.01% 246