Vantage Financial Partners (Wisconsin)’s Gabelli Utility Trust GUT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Sell |
18,471
-2,588
| -12% | -$15K | 0.02% | 198 |
|
|
2025
Q1 | $112K | Buy |
21,059
+50
| +0.2% | +$267 | 0.03% | 191 |
|
|
2024
Q4 | $106K | Buy |
21,009
+50
| +0.2% | +$251 | 0.03% | 178 |
|
|
2024
Q3 | $109K | Sell |
20,959
-501
| -2% | -$2.61K | 0.03% | 187 |
|
|
2024
Q2 | $124K | Buy |
21,460
+44
| +0.2% | +$254 | 0.03% | 146 |
|
|
2024
Q1 | $116K | Sell |
21,416
-1,277
| -6% | -$6.91K | 0.03% | 139 |
|
|
2023
Q4 | $120K | Buy |
22,693
+41
| +0.2% | +$217 | 0.04% | 129 |
|
|
2023
Q3 | $117K | Buy |
22,652
+35
| +0.2% | +$181 | 0.05% | 79 |
|
|
2023
Q2 | $149K | Buy |
22,617
+11,414
| +102% | +$75.4K | 0.06% | 84 |
|
|
2023
Q1 | $78.1K | Buy |
+11,203
| New | +$78.1K | 0.03% | 85 |
|