LWM
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LBA Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

LBA Wealth Management’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		$39K Hold
1,200
– – 0.02% 221
2016
Q4 		$37K Hold
1,200
– – 0.02% 215
2016
Q3 		$37K Hold
1,200
– – 0.02% 222
2016
Q2 		$39K Sell
1,200
-800
-40% -$26K 0.02% 213
2016
Q1 		$60K Buy
+2,000
New +$60K 0.03% 185