Strategic Family Wealth Counselors’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
Q4 | $1.85M | Buy |
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|
2025
Q3 | $1.5M | Buy |
|
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|
2025
Q2 | $1.02M | Sell |
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|
2025
Q1 | $920K | Buy |
|
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|
2024
Q4 | $883K | Buy |
|
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|
2024
Q3 | $851K | Sell |
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|
2024
Q2 | $713K | Buy |
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|
2024
Q1 | $497K | Buy |
|
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|
2023
Q4 | $276K | Sell |
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|
2023
Q3 | $346K | Buy |
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|
2023
Q2 | $320K | Buy |
|