West Branch Capital’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 | $33.3K | Buy |
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|
2025
Q2 | $30K | Buy |
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|
2025
Q1 | $26.7K | Buy |
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|
2024
Q4 | $25.6K | Buy |
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|
2024
Q3 | $26.2K | Buy |
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|
2024
Q2 | $21.5K | Buy |
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|
2024
Q1 | $20.9K | Buy |
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|
2023
Q4 | $20.4K | Buy |
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|
2023
Q3 | $18.5K | Buy |
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|
2023
Q2 | $20.3K | Sell |
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|
2023
Q1 | $111K | Buy |
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|
2022
Q4 | $108K | Buy |
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|
2022
Q3 | $102K | Buy |
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|
2022
Q2 | $115K | Buy |
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|
2022
Q1 | $126K | Buy |
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|
2021
Q4 | $126K | Buy |
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|
2021
Q3 | $116K | Buy |
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|
2021
Q2 | $120K | Buy |
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