Spire 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 | $178K | Buy |
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|
2025
Q2 | $160K | Sell |
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|
2025
Q1 | $154K | Sell |
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|
2024
Q4 | $172K | Buy |
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|
2024
Q3 | $177K | Buy |
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|
2024
Q2 | $141K | Buy |
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|
2024
Q1 | $137K | Buy |
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|
2023
Q4 | $132K | Sell |
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|
2023
Q3 | $153K | Sell |
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|
2023
Q2 | $176K | Sell |
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|
2023
Q1 | $186K | Buy |
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|
2022
Q4 | $185K | Sell |
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|
2022
Q3 | $180K | Sell |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $270K | Sell |
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|
2021
Q4 | $753K | Buy |
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|
2021
Q3 | $278K | Buy |
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|
2021
Q2 | $260K | Sell |
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|
2021
Q1 | $707K | Buy |
|