Foundations Investment Advisors’s Gabelli Utility Trust GUT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,005
| Closed | -$53.4K | – | 960 |
|
|
2025
Q1 | $53.4K | Buy |
+10,005
| New | +$53.4K | ﹤0.01% | 840 |
|
|
2023
Q2 | – | Sell |
-283,869
| Closed | -$1.98M | – | 597 |
|
|
2023
Q1 | $1.98M | Buy |
283,869
+12,212
| +4% | +$85.1K | 0.07% | 167 |
|
|
2022
Q4 | $1.99M | Buy |
271,657
+74,146
| +38% | +$543K | 0.08% | 132 |
|
|
2022
Q3 | $1.33M | Buy |
197,511
+42,525
| +27% | +$286K | 0.06% | 131 |
|
|
2022
Q2 | $1.07M | Buy |
154,986
+96,930
| +167% | +$668K | 0.04% | 137 |
|
|
2022
Q1 | $399K | Buy |
58,056
+22,361
| +63% | +$154K | 0.02% | 222 |
|
|
2021
Q4 | $286K | Buy |
35,695
+8,827
| +33% | +$70.7K | 0.01% | 284 |
|
|
2021
Q3 | $205K | Sell |
26,868
-1,246
| -4% | -$9.51K | 0.01% | 301 |
|
|
2021
Q2 | $219K | Buy |
28,114
+2,321
| +9% | +$18.1K | 0.01% | 273 |
|
|
2021
Q1 | $181K | Buy |
25,793
+1,570
| +6% | +$11K | 0.01% | 220 |
|
|
2020
Q4 | $189K | Buy |
24,223
+9,144
| +61% | +$71.3K | 0.01% | 181 |
|
|
2020
Q3 | $113K | Sell |
15,079
-32,619
| -68% | -$244K | 0.02% | 161 |
|
|
2020
Q2 | $337K | Buy |
+47,698
| New | +$337K | 0.03% | 125 |
|