Wedbush Securities’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 | $1.4M | Sell |
|
|||||
|
2025
Q2 | $1.3M | Buy |
|
|||||
|
2025
Q1 | $1.08M | Buy |
|
|||||
|
2024
Q4 | $946K | Buy |
|
|||||
|
2024
Q3 | $920K | Sell |
|
|||||
|
2024
Q2 | $776K | Buy |
|
|||||
|
2024
Q1 | $741K | Buy |
|
|||||
|
2023
Q4 | $665K | Buy |
|
|||||
|
2023
Q3 | $463K | Buy |
|
|||||
|
2023
Q2 | $473K | Buy |
|
|||||
|
2023
Q1 | $412K | Buy |
|
|||||
|
2022
Q4 | $321K | Sell |
|
|||||
|
2022
Q3 | $330K | Buy |
|
|||||
|
2022
Q2 | $335K | Buy |
|
|||||
|
2022
Q1 | $357K | Sell |
|
|||||
|
2021
Q4 | $443K | Buy |
|
|||||
|
2021
Q3 | $302K | Sell |
|
|||||
|
2021
Q2 | $328K | Buy |
|
|||||
|
2021
Q1 | $288K | Buy |
|
|||||
|
2020
Q4 | $215K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $357K | Buy |
|
|||||
|
2019
Q3 | $344K | Sell |
|
|||||
|
2019
Q2 | $461K | Buy |
|
|||||
|
2019
Q1 | $417K | Buy |
|
|||||
|
2018
Q4 | $282K | Buy |
|
|||||
|
2018
Q3 | $277K | Buy |
|
|||||
|
2018
Q2 | $202K | Buy |
|