First Foundation Advisors’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $387K | Sell |
|
|||||
|
2020
Q3 | $428K | Sell |
|
|||||
|
2020
Q2 | $435K | Hold |
|
|||||
|
2020
Q1 | $414K | Sell |
|
|||||
|
2019
Q4 | $601K | Sell |
|
|||||
|
2019
Q3 | $609K | Sell |
|
|||||
|
2019
Q2 | $1.67M | Buy |
|
|||||
|
2019
Q1 | $1.55M | Buy |
|
|||||
|
2018
Q4 | $1.3M | Buy |
|
|||||
|
2018
Q3 | $1.15M | Sell |
|
|||||
|
2018
Q2 | $1.1M | Buy |
|