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Prevail Innovative Wealth Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio UTG Stock Details UTG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-24,267
Closed -$649K – 190
2023
Q4 		$649K Buy
24,267
+11,687
+93% +$313K 0.31% 88
2023
Q3 		$310K Buy
+12,580
New +$310K 0.16% 105