Advisor Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $246K | Buy |
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|
2021
Q4 | $290K | Buy |
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|
2021
Q3 | $266K | Sell |
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|
2021
Q2 | $294K | Sell |
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|
2021
Q1 | $263K | Buy |
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|
2020
Q4 | $223K | Buy |
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|
2020
Q3 | $204K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $201K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $203K | Buy |
|