WEALTHSPIRE ADVISORS, LLC – Reaves Utility Income Fund Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$1.15M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-12.13%
quarter
Reaves Utility Income Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -17.28% | -8.85K shares | -434K | $27.24 | 42.41K |
| Q2 2022 | share | Decrease | -12.44% | -7.28K shares | -435K | $31 | 51.26K |
| Q1 2022 | share | Increase | +24.08% | 11.36K shares | 367K | $34.57 | 58.55K |
| Q4 2021 | share | Decrease | -26.93% | -17.39K shares | -459K | $35.2 | 47.19K |
| Q3 2021 | share | Decrease | -23.96% | -20.35K shares | -798K | $32.4 | 64.58K |
| Q2 2021 | share | Increase | +78.83% | 37.44K shares | 1.32M | $33.38 | 84.93K |
| Q1 2021 | share | Decrease | -9.31% | -4.87K shares | -126K | $32.1 | 47.49K |
| Q4 2020 | share | Increase | 0.00% | 52.37K shares | 1.71M | $31.07 | 52.37K |
| Q3 2020 | share | Decrease | -43.09% | -54.99K shares | -1.57M | $29.01 | 72.63K |
| Q2 2020 | share | Decrease | -15.34% | -23.13K shares | -482K | $27.51 | 127.62K |
| Q1 2020 | share | Increase | +6.78% | 9.56K shares | -898K | $25.77 | 150.75K |
| Q4 2019 | share | Increase | +11.41% | 14.45K shares | 580K | $32.82 | 141.19K |
| Q3 2019 | share | Increase | +46.61% | 40.29K shares | 1.55M | $31.87 | 126.73K |
| Q2 2019 | share | Increase | +71.83% | 36.13K shares | 1.40M | $30.64 | 86.44K |
| Q1 2019 | share | Increase | +33.61% | 12.65K shares | 586K | $28.4 | 50.30K |
| Q4 2018 | share | Increase | 0.00% | 37.65K shares | 1.10M | $24.56 | 37.65K |