Clearstead Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9K | Hold |
550
| – | – | ﹤0.01% | 1621 |
|
|
2025
Q1 | $17.9K | Buy |
+550
| New | +$17.9K | ﹤0.01% | 1451 |
|
|
2024
Q1 | – | Sell |
-1,382
| Closed | -$37K | – | 1629 |
|
|
2023
Q4 | $37K | Buy |
+1,382
| New | +$37K | ﹤0.01% | 810 |
|
|
2022
Q1 | – | Sell |
-2,918
| Closed | -$102K | – | 1458 |
|
|
2021
Q4 | $102K | Buy |
+2,918
| New | +$102K | 0.01% | 519 |
|
|
2017
Q4 | – | Sell |
-14,000
| Closed | -$444K | – | 253 |
|
|
2017
Q3 | $444K | Buy |
+14,000
| New | +$444K | 0.06% | 165 |
|