CWS
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Cypress Wealth Services’s Reaves Utility Income Fund UTG Stock Holding History

Cypress Wealth Services’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,930
Closed -$257K – 277
2019
Q4 		$257K Hold
6,930
– – 0.06% 209
2019
Q3 		$254K Buy
6,930
+50
+0.7% +$1.82K 0.07% 203
2019
Q2 		$246K Hold
6,880
– – 0.07% 215
2019
Q1 		$232K Hold
6,880
– – 0.07% 215
2018
Q4 		$202K Hold
6,880
– – 0.08% 202
2018
Q3 		$211K Buy
+6,880
New +$210K 0.08% 206
2018
Q1 		– Sell
-6,880
Closed -$213K – 209
2017
Q4 		$213K Buy
+6,880
New +$214K 0.09% 186

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