SOUND VIEW WEALTH ADVISORS GROUP, LLC – Reaves Utility Income Fund Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$592,000
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, 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 | -2.91% | -652 shares | -102K | $27.24 | 21.73K |
Q2 2022 | share | Decrease | -2.53% | -582 shares | -100K | $31 | 22.38K |
Q1 2022 | share | Increase | +0.03% | 8 shares | -12K | $34.57 | 22.96K |
Q4 2021 | share | Decrease | -12.87% | -3.39K shares | -58K | $35.2 | 22.95K |
Q3 2021 | share | Decrease | -5.53% | -1.54K shares | -93K | $32.4 | 26.35K |
Q2 2021 | share | Decrease | -2.78% | -799 shares | -4K | $33.38 | 27.89K |
Q1 2021 | share | Decrease | -1.74% | -507 shares | 4K | $32.1 | 28.69K |
Q4 2020 | share | Increase | +3.57% | 1.00K shares | 75K | $31.07 | 29.19K |
Q3 2020 | share | Decrease | -4.59% | -1.35K shares | -10K | $29.01 | 28.19K |
Q2 2020 | share | Decrease | -1.42% | -426 shares | 30K | $27.51 | 29.54K |
Q1 2020 | share | Decrease | -1.15% | -350 shares | -262K | $25.77 | 29.97K |
Q4 2019 | share | Decrease | -3.95% | -1.24K shares | -35K | $32.82 | 30.32K |
Q3 2019 | share | Increase | +1.61% | 500 shares | 47K | $31.87 | 31.57K |
Q2 2019 | share | Increase | 0.00% | 31.07K shares | 1.11M | $30.64 | 31.07K |