Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-110
| Closed | -$4K | – | 845 |
|
|
2019
Q1 | $4K | Buy |
110
+1
| +0.9% | +$36 | ﹤0.01% | 668 |
|
|
2018
Q4 | $3K | Buy |
109
+1
| +0.9% | +$28 | ﹤0.01% | 671 |
|
|
2018
Q3 | $3K | Buy |
108
+1
| +0.9% | +$28 | ﹤0.01% | 660 |
|
|
2018
Q2 | $3K | Hold |
107
| – | – | ﹤0.01% | 691 |
|
|
2018
Q1 | $3K | Buy |
+107
| New | +$3K | ﹤0.01% | 803 |
|
|
2017
Q2 | – | Sell |
-6
| Closed | – | – | 906 |
|
|
2017
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1029 |
|