1832 Asset Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-23,608
| Closed | -$875K | – | 970 |
|
|
2022
Q4 | $875K | Sell |
23,608
-4,157
| -15% | -$154K | ﹤0.01% | 626 |
|
|
2022
Q3 | $898K | Buy |
27,765
+5,561
| +25% | +$180K | ﹤0.01% | 602 |
|
|
2022
Q2 | $857K | Sell |
22,204
-10,959
| -33% | -$423K | ﹤0.01% | 598 |
|
|
2022
Q1 | $1.19M | Buy |
+33,163
| New | +$1.19M | ﹤0.01% | 590 |
|