J.W. Cole Advisors’s Gabelli Utility Trust GUT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$608K Buy
104,742
+20,163
+24% +$117K 0.01% 852
2025
Q1
$452K Buy
84,579
+66,251
+361% +$354K 0.01% 795
2024
Q4
$92.2K Buy
+18,328
New +$92.2K ﹤0.01% 932
2020
Q4
Sell
-118,016
Closed -$870K 729
2020
Q3
$870K Buy
+118,016
New +$870K 0.07% 282