EverSource Wealth Advisors’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
$90.5K Hold
2,500
﹤0.01% 1262
2025
Q1
$81.4K Hold
2,500
﹤0.01% 993
2024
Q4
$79.2K Hold
2,500
﹤0.01% 990
2024
Q3
$82K Hold
2,500
0.01% 866
2024
Q2
$71.5K Buy
+2,500
New +$71.5K ﹤0.01% 932