Platform Technology Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,465
| Closed | -$205K | – | 219 |
|
|
2023
Q2 | $205K | Buy |
7,465
+55
| +0.7% | +$1.51K | 0.1% | 176 |
|
|
2023
Q1 | $210K | Buy |
+7,410
| New | +$210K | 0.1% | 173 |
|
|
2021
Q3 | – | Sell |
-11,385
| Closed | -$391K | – | 268 |
|
|
2021
Q2 | $391K | Buy |
+11,385
| New | +$391K | 0.16% | 155 |
|
|
2020
Q4 | $374K | Buy |
11,418
+413
| +4% | +$13.5K | 0.18% | 134 |
|
|
2020
Q3 | $344K | Hold |
11,005
| – | – | 0.21% | 121 |
|
|
2020
Q2 | $332K | Hold |
11,005
| – | – | 0.23% | 116 |
|
|
2020
Q1 | $316K | Buy |
+11,005
| New | +$316K | 0.29% | 110 |
|