Western Wealth Management’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 | $272K | Sell |
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|
2025
Q2 | $257K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $262K | Buy |
|
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|
2024
Q2 | $218K | Buy |
|
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|
2024
Q1 | $213K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $348K | Buy |
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|
2023
Q1 | $359K | Buy |
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|
2022
Q4 | $302K | Sell |
|
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|
2022
Q3 | $527K | Buy |
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|
2022
Q2 | $600K | Buy |
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|
2022
Q1 | $660K | Buy |
|