Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.27M | Buy |
+72,630
| New | +$2.27M | 0.08% | 116 |
|
|
2019
Q2 | – | Hold |
0
| – | -$7K | – | 2003 |
|
|
2019
Q1 | – | Hold |
0
| – | -$3K | – | 1704 |
|
|
2018
Q4 | – | Hold |
0
| – | -$3K | – | 1997 |
|
|
2018
Q3 | – | Hold |
0
| – | -$3K | – | 2079 |
|
|
2018
Q2 | – | Hold |
0
| – | -$3K | – | 2059 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2073 |
|