Global Retirement Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.2K | Buy |
+1,692
| New | +$61.2K | ﹤0.01% | 1663 |
|
|
2024
Q4 | – | Sell |
-298
| Closed | -$9.78K | – | 3774 |
|
|
2024
Q3 | $9.78K | Sell |
298
-202
| -40% | -$6.63K | ﹤0.01% | 2303 |
|
|
2024
Q2 | $13.7K | Hold |
500
| – | – | ﹤0.01% | 2175 |
|
|
2024
Q1 | $13.5K | Hold |
500
| – | – | ﹤0.01% | 1982 |
|
|
2023
Q4 | $13.3K | Buy |
+500
| New | +$13.3K | ﹤0.01% | 1942 |
|