Continuum Advisory’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 | – | Sell |
-3,159
| Closed | -$103K | – | 1521 |
|
|
2025
Q1 | $103K | Hold |
3,159
| – | – | 0.01% | 521 |
|
|
2024
Q4 | $100K | Hold |
3,159
| – | – | 0.01% | 517 |
|
|
2024
Q3 | $106K | Hold |
3,159
| – | – | 0.01% | 509 |
|
|
2024
Q2 | $86.3K | Buy |
3,159
+33
| +1% | +$902 | 0.01% | 519 |
|
|
2024
Q1 | $86.8K | Buy |
+3,126
| New | +$86.8K | 0.01% | 512 |
|