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AM Squared’s UGI UGI Stock Holding History

AM Squared’s Portfolio UGI Stock Details UGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-32,600
Closed -$879K – 133
2023
Q2 		$879K Sell
32,600
-19,300
-37% -$521K 1% 11
2023
Q1 		$1.8M Sell
51,900
-9,800
-16% -$341K 1.4% 12
2022
Q4 		$2.29M Buy
+61,700
New +$2.29M 1.5% 12