Trek Financial’s Gabelli Utility Trust GUT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $67.1K | Hold |
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|
2025
Q2 | $64.1K | Hold |
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|
2025
Q1 | $59.1K | Hold |
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|
2024
Q4 | $55.6K | Hold |
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|
2024
Q3 | $57.5K | Sell |
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|
2024
Q2 | $65.5K | Hold |
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|
2024
Q1 | $61.4K | Hold |
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|
2023
Q4 | $59.9K | Sell |
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|
2023
Q3 | $78.2K | Sell |
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|
2023
Q2 | $130K | Hold |
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|
2023
Q1 | $137K | Hold |
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|
2022
Q4 | $144K | Sell |
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|
2022
Q3 | $138K | Sell |
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|
2022
Q2 | $146K | Hold |
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|
2022
Q1 | $153K | Buy |
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|
2021
Q4 | $171K | Hold |
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|
2021
Q3 | $163K | Sell |
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|
2021
Q2 | $193K | Sell |
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|
2021
Q1 | $174K | Sell |
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|
2020
Q4 | $230K | Sell |
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|
2020
Q3 | $246K | Sell |
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|
2020
Q2 | $235K | Buy |
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