WEC
Winslow Evans & Crocker’s Reaves Utility Income Fund UTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1162 |
|
|
2020
Q2 | – | Sell |
-2,176
| Closed | -$64K | – | 1177 |
|
|
2020
Q1 | $64K | Buy |
2,176
+650
| +43% | +$19.1K | 0.02% | 395 |
|
|
2019
Q4 | $58K | Sell |
1,526
-350
| -19% | -$13.3K | 0.01% | 479 |
|
|
2019
Q3 | $70K | Buy |
+1,876
| New | +$70K | 0.02% | 453 |
|