GPS Wealth Strategies Group’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 | $45.3K | Hold |
1,253
| – | – | 0.01% | 659 |
|
|
2025
Q1 | $40.8K | Hold |
1,253
| – | – | 0.01% | 659 |
|
|
2024
Q4 | $39.7K | Hold |
1,253
| – | – | 0.01% | 631 |
|
|
2024
Q3 | $41.1K | Hold |
1,253
| – | – | 0.01% | 626 |
|
|
2024
Q2 | $34.2K | Hold |
1,253
| – | – | 0.01% | 634 |
|
|
2024
Q1 | $33.8K | Hold |
1,253
| – | – | 0.01% | 605 |
|
|
2023
Q4 | $33.5K | Hold |
1,253
| – | – | 0.01% | 588 |
|
|
2023
Q3 | $30.9K | Hold |
1,253
| – | – | 0.01% | 600 |
|
|
2023
Q2 | $34.4K | Hold |
1,253
| – | – | 0.01% | 581 |
|
|
2023
Q1 | $35.6K | Buy |
+1,253
| New | +$35.6K | 0.01% | 551 |
|
|
2022
Q4 | – | Sell |
-1,253
| Closed | -$34K | – | 1026 |
|
|
2022
Q3 | $34K | Hold |
1,253
| – | – | 0.01% | 507 |
|
|
2022
Q2 | $39K | Hold |
1,253
| – | – | 0.01% | 488 |
|
|
2022
Q1 | $43K | Buy |
+1,253
| New | +$43K | 0.01% | 448 |
|