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WealthPLAN Partners’s Virtus Reaves Utilities ETF UTES Stock Holding History

WealthPLAN Partners’s Portfolio UTES Stock Details UTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-42
Closed -$1.91K – 1130
2023
Q2 		$1.91K Hold
42
– – ﹤0.01% 1084
2023
Q1 		$1.92K Buy
+42
New +$1.91K ﹤0.01% 1137

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