Monetary Management Group’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Buy |
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|
2025
Q1 | $228K | Buy |
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|
2024
Q4 | $190K | Hold |
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|
2024
Q3 | $195K | Hold |
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|
2024
Q2 | $164K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $51K | Sell |
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|
2017
Q3 | $127K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $123K | Hold |
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|
2016
Q3 | $122K | Hold |
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|
2016
Q2 | $130K | Sell |
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|
2016
Q1 | $150K | Buy |
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|
2015
Q4 | $52K | Buy |
|