Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Buy |
14,045
+3,175
| +29% | +$115K | 0.17% | 67 |
|
|
2025
Q1 | $354K | Hold |
10,870
| – | – | 0.13% | 89 |
|
|
2024
Q4 | $344K | Hold |
10,870
| – | – | 0.13% | 92 |
|
|
2024
Q3 | $357K | Buy |
10,870
+3,300
| +44% | +$108K | 0.13% | 87 |
|
|
2024
Q2 | $207K | Hold |
7,570
| – | – | 0.08% | 114 |
|
|
2024
Q1 | $204K | Buy |
+7,570
| New | +$204K | 0.08% | 110 |
|