LongView 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
69,680
+68
| +0.1% | +$2.46K | 0.76% | 34 |
|
|
2025
Q1 | $2.27M | Sell |
69,612
-664
| -0.9% | -$21.6K | 0.68% | 36 |
|
|
2024
Q4 | $2.23M | Sell |
70,276
-4,915
| -7% | -$156K | 0.68% | 34 |
|
|
2024
Q3 | $2.47M | Buy |
75,191
+73
| +0.1% | +$2.4K | 0.79% | 32 |
|
|
2024
Q2 | $2.05M | Sell |
75,118
-215
| -0.3% | -$5.87K | 0.76% | 34 |
|
|
2024
Q1 | $2.03M | Sell |
75,333
-867
| -1% | -$23.4K | 0.81% | 32 |
|
|
2023
Q4 | $2.09M | Buy |
+76,200
| New | +$2.09M | 0.93% | 26 |
|