Wealthspire Advisors (New York)’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $3.53M | Buy |
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|
2025
Q1 | $1.94M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $269K | Sell |
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|
2023
Q4 | $273K | Sell |
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|
2023
Q3 | $261K | Sell |
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|
2023
Q2 | $416K | Sell |
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|
2023
Q1 | $687K | Sell |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.59M | Sell |
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|
2022
Q1 | $2.02M | Buy |
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|
2021
Q4 | $1.66M | Sell |
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|
2021
Q3 | $2.12M | Sell |
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|
2021
Q2 | $2.91M | Buy |
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|
2021
Q1 | $1.59M | Sell |
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|
2020
Q4 | $1.72M | Sell |
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|
2020
Q3 | $2.27M | Sell |
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|
2020
Q2 | $3.85M | Sell |
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|
2020
Q1 | $4.33M | Buy |
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|
2019
Q4 | $5.23M | Buy |
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|
2019
Q3 | $4.65M | Buy |
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|
2019
Q2 | $3.1M | Buy |
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|
2019
Q1 | $1.69M | Buy |
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|
2018
Q4 | $1.11M | Buy |
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