FormulaFolio Investments’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 Buy
2020
Q1
Sell
2019
Q4
$485K Sell
2019
Q3
$803K Buy
2019
Q2
$207K Buy
2019
Q1
Sell
2018
Q4
$263K Hold
2018
Q3
$263K Buy