WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $77K | Hold |
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|
2017
Q1 | $72K | Sell |
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|
2016
Q4 | $99K | Hold |
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|
2016
Q3 | $99K | Hold |
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|
2016
Q2 | $105K | Buy |
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|
2016
Q1 | $52K | Hold |
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|
2015
Q4 | $45K | Buy |
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|
2015
Q3 | $37K | Hold |
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|
2015
Q2 | $37K | Sell |
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|
2015
Q1 | $48K | Hold |
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|
2014
Q4 | $53K | Hold |
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|
2014
Q3 | $46K | Hold |
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|
2014
Q2 | $48K | Sell |
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|
2014
Q1 | $58K | Sell |
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|
2013
Q4 | $58K | Hold |
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|
2013
Q3 | $58K | Sell |
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|
2013
Q2 | $111K | Buy |
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