Creative Financial Designs’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $164K | Sell |
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|
2025
Q2 | $205K | Buy |
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|
2025
Q1 | $178K | Sell |
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|
2024
Q4 | $183K | Sell |
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|
2024
Q3 | $264K | Buy |
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|
2024
Q2 | $41.2K | Sell |
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|
2024
Q1 | $93.4K | Buy |
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|
2023
Q4 | $81K | Buy |
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|
2023
Q3 | $37.2K | Hold |
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|
2023
Q2 | $41.4K | Buy |
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|
2023
Q1 | $31.9K | Buy |
|