Keebeck Wealth Management’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
2021
Q2
Sell
-10,000
Closed -$335K 248
2021
Q1
$335K Hold
10,000
0.05% 192
2020
Q4
$332K Hold
10,000
0.06% 171
2020
Q3
$312K Hold
10,000
0.06% 157
2020
Q2
$301K Buy
+10,000
New +$301K 0.1% 142