Dynasty Wealth Management’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
2018
Q4
Sell
-20,268
Closed -$621K 98
2018
Q3
$621K Buy
20,268
+7,510
+59% +$230K 0.8% 27
2018
Q2
$369K Buy
+12,758
New +$369K 0.76% 33