RHP
Royal Harbor Partners’s Virtus Reaves Utilities ETF UTES Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.8M | Sell |
50,222
-959
| -2% | -$72.5K | 1.39% | 23 |
|
2025
Q1 | $3.31M | Sell |
51,181
-3,863
| -7% | -$250K | 1.28% | 24 |
|
2024
Q4 | $3.51M | Buy |
55,044
+766
| +1% | +$48.8K | 1.32% | 22 |
|
2024
Q3 | $3.47M | Buy |
54,278
+749
| +1% | +$47.9K | 1.35% | 21 |
|
2024
Q2 | $2.77M | Buy |
+53,529
| New | +$2.77M | 1.15% | 24 |
|