Pinnacle Wealth Management Group’s Reaves Utility Income Fund UTG Stock Holding History

Pinnacle Wealth Management Group’s Portfolio UTG Stock Details UTG Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$212K	Buy
2023 Q2	–	Sell
2023 Q1	$204K	Sell
2022 Q4	$213K	Hold
2022 Q3	$205K	Hold
2022 Q2	$233K	Hold
2022 Q1	$260K	Buy
2021 Q4	$257K	Sell
2021 Q3	$340K	Sell
2021 Q2	$405K	Buy