WealthPLAN Partners’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
2023 Q3	–	Sell	-493	Closed	-$13.5K	–	1131
2023 Q2	$13.5K	Buy	493 +10	+2%	+$274	﹤0.01%	744
2023 Q1	$13.7K	Buy	+483	New	+$13.7K	﹤0.01%	787