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Purus Wealth Management, LLC → UTG
Purus Wealth Management, LLC UTG Position History
Reaves Utility Income Fund • Utilities
Quarters held
5
Latest value
$328K
Q3 2026
Peak value
$368K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $258K |
| Q4 2025 | $265K |
| Q1 2026 | $306K |
| Q2 2026 | $368K |
| Q3 2026 | $328K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $328K | 9.6K | — | — |
| Q2 2026 | $368K | 9.0K | — | — |
| Q1 2026 | $306K | 7.8K | — | — |
| Q4 2025 | $265K | 7.2K | — | — |
| Q3 2025 | $258K | 6.5K | — | — |