American Portfolios Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $285K | Hold |
8,815
| – | – | 0.01% | 872 |
|
|
2022
Q2 | $340K | Sell |
8,815
-410
| -4% | -$15.8K | 0.01% | 826 |
|
|
2022
Q1 | $334K | Buy |
9,225
+28
| +0.3% | +$1.01K | 0.01% | 919 |
|
|
2021
Q4 | $422K | Sell |
9,197
-200
| -2% | -$9.18K | 0.01% | 820 |
|
|
2021
Q3 | $401K | Sell |
9,397
-287
| -3% | -$12.2K | 0.02% | 809 |
|
|
2021
Q2 | $448K | Hold |
9,684
| – | – | 0.02% | 760 |
|
|
2021
Q1 | $397K | Sell |
9,684
-699
| -7% | -$28.7K | 0.02% | 745 |
|
|
2020
Q4 | $363K | Sell |
10,383
-1,050
| -9% | -$36.7K | 0.02% | 667 |
|
|
2020
Q3 | $377K | Sell |
11,433
-108
| -0.9% | -$3.56K | 0.02% | 566 |
|
|
2020
Q2 | $367K | Sell |
11,541
-1,469
| -11% | -$46.7K | 0.02% | 542 |
|
|
2020
Q1 | $347K | Buy |
13,010
+514
| +4% | +$13.7K | 0.03% | 468 |
|
|
2019
Q4 | $564K | Sell |
12,496
-1,984
| -14% | -$89.6K | 0.04% | 390 |
|
|
2019
Q3 | $728K | Buy |
14,480
+8,304
| +134% | +$417K | 0.06% | 309 |
|
|
2019
Q2 | $330K | Buy |
6,176
+2,750
| +80% | +$147K | 0.03% | 541 |
|
|
2019
Q1 | $190K | Buy |
3,426
+256
| +8% | +$14.2K | 0.02% | 658 |
|
|
2018
Q4 | $169K | Hold |
3,170
| – | – | 0.02% | 565 |
|
|
2018
Q3 | $176K | Buy |
+3,170
| New | +$176K | 0.02% | 630 |
|