Clear Creek Financial Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.87M Sell
37,990
-57
-0.1% -$4.31K 0.27% 81
2025
Q1
$2.46M Sell
38,047
-348
-0.9% -$22.5K 0.25% 86
2024
Q4
$2.45M Sell
38,395
-5,820
-13% -$371K 0.26% 85
2024
Q3
$2.83M Buy
44,215
+4,789
+12% +$306K 0.32% 70
2024
Q2
$2.04M Buy
+39,426
New +$2.04M 0.25% 86