Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,557
| Closed | -$141K | – | 942 |
|
|
2022
Q2 | $141K | Buy |
+4,557
| New | +$141K | 0.07% | 266 |
|
|
2022
Q1 | – | Sell |
-6,048
| Closed | -$212K | – | 881 |
|
|
2021
Q4 | $212K | Buy |
6,048
+933
| +18% | +$32.7K | 0.1% | 207 |
|
|
2021
Q3 | $168K | Buy |
+5,115
| New | +$168K | 0.08% | 233 |
|
|
2021
Q2 | – | Sell |
-2,748
| Closed | -$92K | – | 720 |
|
|
2021
Q1 | $92K | Buy |
+2,748
| New | +$92K | 0.05% | 254 |
|
|
2020
Q1 | – | Sell |
-1,190
| Closed | -$44K | – | 593 |
|
|
2019
Q4 | $44K | Buy |
+1,190
| New | +$44K | 0.03% | 286 |
|