Investors Research Corp’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 | $256K | Hold |
7,077
| – | – | 0.05% | 272 |
|
|
2025
Q1 | $230K | Hold |
7,077
| – | – | 0.05% | 270 |
|
|
2024
Q4 | $224K | Hold |
7,077
| – | – | 0.05% | 284 |
|
|
2024
Q3 | $232K | Hold |
7,077
| – | – | 0.05% | 293 |
|
|
2024
Q2 | $193K | Hold |
7,077
| – | – | 0.05% | 307 |
|
|
2024
Q1 | $191K | Hold |
7,077
| – | – | 0.04% | 332 |
|
|
2023
Q4 | $189K | Hold |
7,077
| – | – | 0.05% | 346 |
|
|
2023
Q3 | $174K | Hold |
7,077
| – | – | 0.05% | 339 |
|
|
2023
Q2 | $194K | Buy |
7,077
+46
| +0.7% | +$1.26K | 0.05% | 333 |
|
|
2023
Q1 | $200K | Buy |
+7,031
| New | +$200K | 0.05% | 325 |
|