PWM
UTG icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-33,400
Closed -$1.1M 238
2024
Q3
$1.1M Buy
+33,400
New +$1.1M 0.44% 36