Harbour 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $249K | Buy |
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|
2025
Q2 | $186K | Hold |
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|
2025
Q1 | $168K | Buy |
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|
2024
Q4 | $89.5K | Sell |
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|
2024
Q3 | $98.5K | Buy |
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|
2024
Q2 | $81.9K | Buy |
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|
2024
Q1 | $65.6K | Buy |
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|
2023
Q4 | $65K | Buy |
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|
2023
Q3 | $55.8K | Hold |
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|
2023
Q2 | $62.1K | Sell |
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|
2023
Q1 | $65.3K | Buy |
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|
2022
Q4 | $36.8K | Hold |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $40K | Buy |
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|
2021
Q4 | $37K | Sell |
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|
2021
Q3 | $52K | Buy |
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|
2021
Q2 | $17K | Buy |
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|
2021
Q1 | $17K | Buy |
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