Salem Investment Counselors’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.1K | Hold |
1,246
| – | – | ﹤0.01% | 602 |
|
|
2025
Q1 | $40.5K | Hold |
1,246
| – | – | ﹤0.01% | 602 |
|
|
2024
Q4 | $39.7K | Hold |
1,246
| – | – | ﹤0.01% | 619 |
|
|
2024
Q3 | $40.9K | Sell |
1,246
-350
| -22% | -$11.5K | ﹤0.01% | 624 |
|
|
2024
Q2 | $43.6K | Buy |
+1,596
| New | +$43.6K | ﹤0.01% | 588 |
|
|
2022
Q2 | – | Sell |
-7,383
| Closed | -$255K | – | 1128 |
|
|
2022
Q1 | $255K | Hold |
7,383
| – | – | 0.01% | 312 |
|
|
2021
Q4 | $259K | Buy |
+7,383
| New | +$259K | 0.01% | 339 |
|