Wealth Quarterback LLC Reaves Utility Income Fund Transaction History

Wealth Quarterback LLC

$192 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$28.95 - $35.24 $33,205 - $40,420	-1,147 Closed	0 $0
Q3 2021 Nov 17, 2021	BUY	$32.7 - $36.33 $9,613 - $10,681	294 Added 34.47%	1,147 $38,000
Q2 2021 Aug 11, 2021	BUY	$33.34 - $35.42 $28,439 - $30,213	853 New	853 $30,000
Q2 2020 Aug 17, 2020	SELL	$24.29 - $36.06 $19,067 - $28,307	-785 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$20.65 - $40.16 $247 - $481	12 Added 1.55%	785 $22,000
Q4 2019 Feb 27, 2020	BUY	$35.66 - $37.34 $27,565 - $28,863	773 New	773 $28,000

Others Institutions Holding UTG

# of Institutions

213

Shares Held

9.63M

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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