Wealth Enhancement Advisory Services’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 | $1.97M | Buy |
54,707
+7,733
| +16% | +$278K | ﹤0.01% | 1354 |
|
|
2025
Q1 | $1.53M | Buy |
46,974
+25,657
| +120% | +$835K | ﹤0.01% | 1377 |
|
|
2024
Q4 | $676K | Buy |
21,317
+2,673
| +14% | +$84.7K | ﹤0.01% | 1768 |
|
|
2024
Q3 | $612K | Buy |
+18,644
| New | +$612K | ﹤0.01% | 1671 |
|
|
2024
Q2 | – | Sell |
-11,170
| Closed | -$301K | – | 2559 |
|
|
2024
Q1 | $301K | Sell |
11,170
-5,397
| -33% | -$146K | ﹤0.01% | 1918 |
|
|
2023
Q4 | $443K | Sell |
16,567
-3,387
| -17% | -$90.6K | ﹤0.01% | 1581 |
|
|
2023
Q3 | $492K | Buy |
+19,954
| New | +$492K | ﹤0.01% | 1428 |
|