AGF Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-27,864
| Closed | -$638K | – | 721 |
|
|
2024
Q2 | $638K | Buy |
+27,864
| New | +$638K | ﹤0.01% | 599 |
|
|
2023
Q4 | – | Sell |
-24,400
| Closed | -$561K | – | 796 |
|
|
2023
Q3 | $561K | Buy |
+24,400
| New | +$561K | ﹤0.01% | 618 |
|
|
2023
Q1 | – | Sell |
-24,852
| Closed | -$921K | – | 818 |
|
|
2022
Q4 | $921K | Buy |
+24,852
| New | +$921K | 0.01% | 599 |
|