FSA
Financial Security Advisor’s Reaves Utility Income Fund UTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Hold |
10,000
| – | – | 0.08% | 86 |
|
|
2025
Q1 | $325K | Hold |
10,000
| – | – | 0.08% | 84 |
|
|
2024
Q4 | $317K | Buy |
10,000
+2,500
| +33% | +$79.2K | 0.08% | 79 |
|
|
2024
Q3 | $246K | Hold |
7,500
| – | – | 0.06% | 96 |
|
|
2024
Q2 | $205K | Hold |
7,500
| – | – | 0.07% | 110 |
|
|
2024
Q1 | $202K | Hold |
7,500
| – | – | 0.07% | 108 |
|
|
2023
Q4 | $201K | Buy |
+7,500
| New | +$201K | 0.08% | 99 |
|