Spire Wealth Management’s Gabelli Utility Trust GUT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-734
| Closed | -$5K | – | 2356 |
|
|
2022
Q2 | $5K | Hold |
734
| – | – | ﹤0.01% | 2129 |
|
|
2022
Q1 | $5K | Sell |
734
-13,336
| -95% | -$90.8K | ﹤0.01% | 2235 |
|
|
2021
Q4 | $113K | Buy |
14,070
+13,336
| +1,817% | +$107K | ﹤0.01% | 1351 |
|
|
2021
Q3 | $6K | Hold |
734
| – | – | ﹤0.01% | 2233 |
|
|
2021
Q2 | $6K | Hold |
734
| – | – | ﹤0.01% | 2272 |
|
|
2021
Q1 | $5K | Buy |
+734
| New | +$5K | ﹤0.01% | 2633 |
|