Next Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $33K | Buy |
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|
2021
Q3 | $29K | Hold |
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|
2021
Q2 | $31K | Buy |
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|
2021
Q1 | $15K | Sell |
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|
2020
Q4 | $28K | Hold |
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|
2020
Q3 | $27K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $24K | Sell |
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|
2019
Q4 | $104K | Buy |
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|
2019
Q3 | $27K | Buy |
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|
2019
Q2 | $23K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $13K | Hold |
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|
2014
Q4 | $15K | Hold |
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|
2014
Q3 | $13K | Buy |
|