Clearview Wealth Advisors’s Gabelli Utility Trust GUT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,460
| Closed | -$9.65K | – | 328 |
|
2023
Q2 | $9.65K | Buy |
1,460
+33
| +2% | +$218 | 0.01% | 367 |
|
2023
Q1 | $9.95K | Buy |
1,427
+32
| +2% | +$223 | 0.01% | 372 |
|
2022
Q4 | $10.2K | Buy |
1,395
+30
| +2% | +$220 | 0.01% | 327 |
|
2022
Q3 | $9K | Buy |
1,365
+29
| +2% | +$191 | 0.01% | 344 |
|
2022
Q2 | $9K | Sell |
1,336
-14
| -1% | -$94 | 0.01% | 360 |
|
2022
Q1 | $9K | Buy |
1,350
+17
| +1% | +$113 | 0.01% | 396 |
|
2021
Q4 | $11K | Buy |
1,333
+25
| +2% | +$206 | 0.01% | 398 |
|
2021
Q3 | $10K | Buy |
1,308
+25
| +2% | +$191 | 0.01% | 420 |
|
2021
Q2 | $10K | Buy |
1,283
+28
| +2% | +$218 | 0.01% | 421 |
|
2021
Q1 | $8K | Buy |
1,255
+26
| +2% | +$166 | 0.01% | 436 |
|
2020
Q4 | $10K | Buy |
+1,229
| New | +$10K | 0.01% | 377 |
|