CWM
Comprehensive Wealth Management’s Virtus Reaves Utilities ETF UTES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
16,866
+80
| +0.5% | +$6.05K | 1.03% | 19 |
|
|
2025
Q1 | $1.08M | Buy |
16,786
+2,752
| +20% | +$178K | 0.75% | 18 |
|
|
2024
Q4 | $895K | Buy |
14,034
+705
| +5% | +$44.9K | 0.67% | 16 |
|
|
2024
Q3 | $853K | Sell |
13,329
-720
| -5% | -$46.1K | 0.55% | 13 |
|
|
2024
Q2 | $728K | Buy |
+14,049
| New | +$728K | 0.53% | 13 |
|