Semus Wealth Partners’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 | $326K | Sell |
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|
2025
Q2 | $463K | Sell |
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2025
Q1 | $446K | Sell |
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|
2024
Q4 | $452K | Sell |
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|
2024
Q3 | $652K | Sell |
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|
2024
Q2 | $666K | Sell |
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|
2024
Q1 | $812K | Sell |
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|
2023
Q4 | $824K | Sell |
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|
2023
Q3 | $832K | Sell |
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|
2023
Q2 | $934K | Buy |
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|
2023
Q1 | $963K | Buy |
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|
2022
Q4 | $955K | Buy |
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