Geneos Wealth Management’s Virtus Reaves Utilities ETF UTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-650
| Closed | -$22K | – | 2629 |
|
|
2020
Q1 | $22K | Hold |
650
| – | – | ﹤0.01% | 1477 |
|
|
2019
Q4 | $26K | Hold |
650
| – | – | ﹤0.01% | 1581 |
|
|
2019
Q3 | $27K | Hold |
650
| – | – | ﹤0.01% | 1478 |
|
|
2019
Q2 | $25K | Hold |
650
| – | – | ﹤0.01% | 1536 |
|
|
2019
Q1 | $24K | Hold |
650
| – | – | ﹤0.01% | 1492 |
|
|
2018
Q4 | $21K | Hold |
650
| – | – | ﹤0.01% | 1489 |
|
|
2018
Q3 | $21K | Buy |
+650
| New | +$21K | ﹤0.01% | 1556 |
|
|
2018
Q1 | – | Sell |
-650
| Closed | -$21K | – | 2240 |
|
|
2017
Q4 | $21K | Hold |
650
| – | – | ﹤0.01% | 1364 |
|
|
2017
Q3 | $21K | Hold |
650
| – | – | ﹤0.01% | 1307 |
|
|
2017
Q2 | $21K | Hold |
650
| – | – | ﹤0.01% | 1262 |
|
|
2017
Q1 | $20K | Buy |
+650
| New | +$20K | ﹤0.01% | 1245 |
|