Tradition Wealth Management’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
Q2 | $3.56M | Buy |
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|
2025
Q1 | $3.15M | Buy |
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|
2024
Q4 | $3M | Buy |
|
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|
2024
Q3 | $3.08M | Buy |
|
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|
2024
Q2 | $2.49M | Buy |
|
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|
2024
Q1 | $1.97M | Buy |
|
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|
2023
Q4 | $1.83M | Sell |
|
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|
2023
Q3 | $1.83M | Buy |
|
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|
2023
Q2 | $1.92M | Buy |
|
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|
2023
Q1 | $1.84M | Sell |
|
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|
2022
Q4 | $1.83M | Sell |
|
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|
2022
Q3 | $2.06M | Sell |
|
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|
2022
Q2 | $2.4M | Sell |
|
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|
2022
Q1 | $2.72M | Buy |
|
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|
2021
Q4 | $2.73M | Buy |
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|
2021
Q3 | $1.4M | Buy |
|
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $994K | Buy |
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|
2020
Q4 | $582K | Buy |
|