SeaCrest Wealth Management’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 | $204K | Sell |
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|
2025
Q2 | $260K | Buy |
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|
2025
Q1 | $211K | Sell |
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|
2024
Q4 | $232K | Buy |
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|
2024
Q3 | $224K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $228K | Sell |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $360K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $435K | Buy |
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|
2020
Q2 | $376K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $24K | Buy |
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|
2018
Q4 | $20K | Hold |
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|
2018
Q3 | $21K | Buy |
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