Proficio Capital Partners’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $201K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $182K | Hold |
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|
2019
Q1 | $171K | Hold |
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|
2018
Q4 | $149K | Hold |
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|
2018
Q3 | $156K | Hold |
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|
2018
Q2 | $147K | Hold |
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|
2018
Q1 | $143K | Hold |
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|
2017
Q4 | $157K | Hold |
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|
2017
Q3 | $161K | Hold |
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|
2017
Q2 | $181K | Hold |
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|
2017
Q1 | $176K | Hold |
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|
2016
Q4 | $156K | Hold |
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|
2016
Q3 | $155K | Hold |
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|
2016
Q2 | $163K | Hold |
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|
2016
Q1 | $152K | Buy |
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|
2015
Q4 | $101K | Buy |
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