FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $33K | Buy |
+1,006
| New | +$33K | 0.01% | 694 |
|
|
2020
Q4 | – | Sell |
-307
| Closed | -$10 | – | 1136 |
|
|
2020
Q3 | $10 | Hold |
307
| – | – | ﹤0.01% | 813 |
|
|
2020
Q2 | $9K | Hold |
307
| – | – | ﹤0.01% | 743 |
|
|
2020
Q1 | $9K | Hold |
307
| – | – | ﹤0.01% | 776 |
|
|
2019
Q4 | $11K | Hold |
307
| – | – | ﹤0.01% | 732 |
|
|
2019
Q3 | $11K | Buy |
+307
| New | +$11K | ﹤0.01% | 726 |
|