Macroview Investment Management’s Reaves Utility Income Fund UTG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-706
Closed -$23.2K 518
2024
Q3
$23.2K Hold
706
0.02% 166
2024
Q2
$19.3K Sell
706
-366
-34% -$10K 0.02% 179
2024
Q1
$28.9K Buy
1,072
+118
+12% +$3.18K 0.03% 164
2023
Q4
$25.5K Buy
954
+187
+24% +$5K 0.03% 169
2023
Q3
$18.9K Buy
767
+338
+79% +$8.33K 0.03% 171
2023
Q2
$11.8K Buy
429
+76
+22% +$2.09K 0.02% 222
2023
Q1
$10K Buy
353
+185
+110% +$5.24K 0.02% 264
2022
Q4
$4.75K Buy
+168
New +$4.75K 0.01% 325