SFWC
Strategic Family Wealth Counselors’s Reaves Utility Income Fund UTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
28,073
-188
| -0.7% | -$6.8K | 0.29% | 63 |
|
|
2025
Q1 | $920K | Buy |
28,261
+398
| +1% | +$13K | 0.3% | 62 |
|
|
2024
Q4 | $883K | Buy |
27,863
+1,931
| +7% | +$61.2K | 0.29% | 63 |
|
|
2024
Q3 | $851K | Sell |
25,932
-155
| -0.6% | -$5.09K | 0.3% | 57 |
|
|
2024
Q2 | $713K | Buy |
26,087
+7,649
| +41% | +$209K | 0.27% | 60 |
|
|
2024
Q1 | $497K | Buy |
18,438
+8,098
| +78% | +$218K | 0.2% | 67 |
|
|
2023
Q4 | $276K | Sell |
10,340
-3,713
| -26% | -$99.3K | 0.12% | 91 |
|
|
2023
Q3 | $346K | Buy |
14,053
+2,373
| +20% | +$58.5K | 0.17% | 70 |
|
|
2023
Q2 | $320K | Buy |
+11,680
| New | +$320K | 0.15% | 74 |
|