CIBC Private Wealth Group’s Reaves Utility Income Fund UTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9K | Sell |
300
-1
| -0.3% | -$36 | ﹤0.01% | 2223 |
|
|
2025
Q1 | $8.75K | Buy |
301
+1
| +0.3% | +$29 | ﹤0.01% | 2279 |
|
|
2024
Q4 | $9.71K | Hold |
300
| – | – | ﹤0.01% | 2281 |
|
|
2024
Q3 | $9.84K | Sell |
300
-2,540
| -89% | -$83.3K | ﹤0.01% | 2409 |
|
|
2024
Q2 | $78.2K | Buy |
+2,840
| New | +$78.2K | ﹤0.01% | 1491 |
|