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WR Wealth Planners’s Reaves Utility Income Fund UTG Stock Holding History

WR Wealth Planners’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$558 Buy
18
+1
+6% +$31 ﹤0.01% 977
2024
Q3 		$568 Hold
17
– – ﹤0.01% 1019
2024
Q2 		$464 Hold
17
– – ﹤0.01% 1024
2024
Q1 		$449 Buy
+17
New +$449 ﹤0.01% 1044