Castle Rock Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Castle Rock Wealth Management’s Portfolio UTG Stock Details UTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$728K	Buy
2025 Q2	$549K	Buy
2019 Q2	–	Sell
2019 Q1	$1K	Buy
2018 Q4	–	Sell
2018 Q3	$449K	Buy