Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,018
| Closed | -$29K | – | 714 |
|
|
2020
Q1 | $29K | Hold |
1,018
| – | – | 0.02% | 417 |
|
|
2019
Q4 | $37K | Buy |
+1,018
| New | +$37K | 0.02% | 440 |
|
|
2019
Q3 | – | Sell |
-1,018
| Closed | -$36K | – | 690 |
|
|
2019
Q2 | $36K | Hold |
1,018
| – | – | 0.02% | 385 |
|
|
2019
Q1 | $34K | Hold |
1,018
| – | – | 0.03% | 366 |
|
|
2018
Q4 | $30K | Hold |
1,018
| – | – | 0.03% | 350 |
|
|
2018
Q3 | $31K | Sell |
1,018
-600
| -37% | -$18.3K | 0.03% | 362 |
|
|
2018
Q2 | $47K | Buy |
+1,618
| New | +$47K | 0.04% | 339 |
|