PFG Investments’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 | $517K | Buy |
14,280
+573
| +4% | +$20.7K | 0.03% | 518 |
|
|
2025
Q1 | $446K | Buy |
13,707
+157
| +1% | +$5.11K | 0.03% | 542 |
|
|
2024
Q4 | $429K | Buy |
13,550
+6
| +0% | +$190 | 0.03% | 560 |
|
|
2024
Q3 | $444K | Buy |
13,544
+79
| +0.6% | +$2.59K | 0.03% | 537 |
|
|
2024
Q2 | $368K | Sell |
13,465
-59,840
| -82% | -$1.63M | 0.03% | 569 |
|
|
2024
Q1 | $1.98M | Buy |
+73,305
| New | +$1.98M | 0.12% | 193 |
|