Joel Isaacson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,000
| Closed | -$61K | – | 512 |
|
|
2016
Q4 | $61K | Hold |
2,000
| – | – | 0.01% | 278 |
|
|
2016
Q3 | $61K | Hold |
2,000
| – | – | 0.01% | 298 |
|
|
2016
Q2 | $65K | Hold |
2,000
| – | – | 0.01% | 293 |
|
|
2016
Q1 | $60K | Hold |
2,000
| – | – | 0.01% | 312 |
|
|
2015
Q4 | $52K | Buy |
+2,000
| New | +$52K | 0.01% | 319 |
|