IBEX Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $1.45M | Buy |
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|
2022
Q2 | $1.64M | Sell |
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|
2022
Q1 | $1.85M | Sell |
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|
2021
Q4 | $2.16M | Sell |
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|
2021
Q3 | $2.12M | Sell |
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|
2021
Q2 | $2.23M | Sell |
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|
2021
Q1 | $2.2M | Sell |
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|
2020
Q4 | $2.25M | Sell |
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|
2020
Q3 | $2.17M | Buy |
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|
2020
Q2 | $2.06M | Buy |
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|
2020
Q1 | $1.95M | Buy |
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|
2019
Q4 | $2.29M | Buy |
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|
2019
Q3 | $2.25M | Buy |
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|
2019
Q2 | $2.15M | Buy |
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|
2019
Q1 | $1.55M | Buy |
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