Sunpointe’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Sell |
17,774
-5,955
| -25% | -$215K | 0.26% | 89 |
|
|
2025
Q1 | $772K | Buy |
23,729
+3,205
| +16% | +$104K | 0.41% | 51 |
|
|
2024
Q4 | $654K | Buy |
20,524
+1,960
| +11% | +$62.5K | 0.33% | 66 |
|
|
2024
Q3 | $609K | Sell |
18,564
-5,307
| -22% | -$174K | 0.5% | 51 |
|
|
2024
Q2 | $652K | Buy |
+23,871
| New | +$652K | 0.42% | 48 |
|