Mezzasalma Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $246K | Sell |
|
|||||
|
2023
Q4 | $277K | Sell |
|
|||||
|
2023
Q3 | $263K | Sell |
|
|||||
|
2023
Q2 | $291K | Hold |
|
|||||
|
2023
Q1 | $293K | Sell |
|
|||||
|
2022
Q4 | $302K | Sell |
|
|||||
|
2022
Q3 | $280K | Hold |
|
|||||
|
2022
Q2 | $295K | Hold |
|
|||||
|
2022
Q1 | $318K | Sell |
|
|||||
|
2021
Q4 | $320K | Buy |
|
|||||
|
2021
Q3 | $280K | Sell |
|
|||||
|
2021
Q2 | $335K | Hold |
|
|||||
|
2021
Q1 | $340K | Buy |
|
|||||
|
2020
Q4 | $329K | Buy |
|