Total Clarity Wealth Management, Inc. Reaves Utility Income Fund Transaction History

Total Clarity Wealth Management, Inc.

$295 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	BUY	$28.95 - $35.24 $131,925 - $160,588	4,557 New	4,557 $141,000
Q1 2022 Apr 29, 2022	SELL	$31.16 - $35.22 $188,455 - $213,010	-6,048 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$32.65 - $35.44 $30,462 - $33,065	933 Added 18.24%	6,048 $212,000
Q3 2021 Oct 21, 2021	BUY	$32.7 - $36.33 $167,260 - $185,827	5,115 New	5,115 $168,000
Q2 2021 Jul 26, 2021	SELL	$33.34 - $35.42 $91,618 - $97,334	-2,748 Closed	0 $0
Q1 2021 May 05, 2021	BUY	$30.98 - $33.5 $85,133 - $92,058	2,748 New	2,748 $92,000
Q1 2020 Apr 24, 2020	SELL	$20.65 - $40.16 $24,573 - $47,790	-1,190 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$35.66 - $37.34 $42,435 - $44,434	1,190 New	1,190 $44,000

Others Institutions Holding UTG

# of Institutions

224

Shares Held

10.5M

Call Options Held

0

Put Options Held

0

About REAVES UTILITY INCOME FUND

Ticker UTG
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Reaves Utility Income Fund is a closed ended balanced mutual fund launched and managed by W. H. Reaves & Company, Inc. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in securities of companies operating in the Utilities sector. The fund primarily invests in dividend paying stocks and debt ...

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