Certuity’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-24,682
| Closed | -$867K | – | 322 |
|
|
2021
Q4 | $867K | Buy |
24,682
+13,474
| +120% | +$473K | 0.19% | 86 |
|
|
2021
Q3 | $367K | Buy |
11,208
+3,160
| +39% | +$103K | 0.07% | 221 |
|
|
2021
Q2 | $276K | Buy |
8,048
+404
| +5% | +$13.9K | 0.06% | 241 |
|
|
2021
Q1 | $256K | Buy |
+7,644
| New | +$256K | 0.07% | 231 |
|