Commonwealth Financial Services’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	$211K	Buy	+5,819	New	+$211K	0.04%	197
2024 Q2	–	Sell	-9,815	Closed	-$262K	–	208
2024 Q1	$262K	Hold	9,815	–	–	0.06%	151
2023 Q4	$262K	Sell	9,815 -1,130	-10%	-$30.2K	0.06%	151
2023 Q3	$270K	Buy	+10,945	New	+$270K	0.08%	144