Thoroughbred Financial Services’s Virtus Reaves Utilities ETF UTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
3,864
+742
| +24% | +$56.1K | 0.02% | 472 |
|
|
2025
Q1 | $201K | Buy |
+3,122
| New | +$201K | 0.01% | 650 |
|
|
2023
Q4 | – | Sell |
-5,342
| Closed | -$222K | – | 625 |
|
|
2023
Q3 | $222K | Buy |
5,342
+790
| +17% | +$32.8K | 0.02% | 519 |
|
|
2023
Q2 | $206K | Buy |
4,552
+5
| +0.1% | +$226 | 0.03% | 402 |
|
|
2023
Q1 | $207K | Buy |
4,547
+5
| +0.1% | +$228 | 0.03% | 388 |
|
|
2022
Q4 | $212K | Buy |
+4,542
| New | +$212K | 0.03% | 360 |
|