RAM
Ramirez Asset Management’s Reaves Utility Income Fund UTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,133
| Closed | -$35.9K | – | 413 |
|
|
2024
Q4 | $35.9K | Hold |
1,133
| – | – | 0.01% | 312 |
|
|
2024
Q3 | $37.2K | Hold |
1,133
| – | – | 0.01% | 313 |
|
|
2024
Q2 | $31K | Hold |
1,133
| – | – | 0.01% | 323 |
|
|
2024
Q1 | $30.5K | Hold |
1,133
| – | – | 0.01% | 327 |
|
|
2023
Q4 | $30.3K | Hold |
1,133
| – | – | 0.01% | 323 |
|
|
2023
Q3 | $27.9K | Buy |
+1,133
| New | +$27.9K | 0.01% | 323 |
|