Zullo Investment Group’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,385
| Closed | -$39.2K | – | 681 |
|
|
2022
Q4 | $39.2K | Hold |
1,385
| – | – | 0.02% | 308 |
|
|
2022
Q3 | $38K | Buy |
1,385
+140
| +11% | +$3.84K | 0.02% | 311 |
|
|
2022
Q2 | $39K | Buy |
1,245
+10
| +0.8% | +$313 | 0.02% | 309 |
|
|
2022
Q1 | $43K | Hold |
1,235
| – | – | 0.02% | 319 |
|
|
2021
Q4 | $43K | Buy |
+1,235
| New | +$43K | 0.02% | 324 |
|