Archer Investment Corporation’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 |
-14,200
| Closed | -$325K | – | 1114 |
|
|
2024
Q2 | $325K | Hold |
14,200
| – | – | 0.09% | 180 |
|
|
2024
Q1 | $348K | Sell |
14,200
-5,040
| -26% | -$124K | 0.1% | 175 |
|
|
2023
Q4 | $473K | Hold |
19,240
| – | – | 0.15% | 140 |
|
|
2023
Q3 | $443K | Hold |
19,240
| – | – | 0.16% | 138 |
|
|
2023
Q2 | $519K | Buy |
19,240
+4,866
| +34% | +$131K | 0.18% | 116 |
|
|
2023
Q1 | $521K | Buy |
14,374
+2,374
| +20% | +$86K | 0.19% | 121 |
|
|
2022
Q4 | $445K | Hold |
12,000
| – | – | 0.17% | 135 |
|
|
2022
Q3 | $388K | Hold |
12,000
| – | – | 0.16% | 142 |
|
|
2022
Q2 | $463K | Buy |
+12,000
| New | +$463K | 0.19% | 129 |
|
|
2020
Q4 | – | Sell |
-1,014
| Closed | -$33.4K | – | 754 |
|
|
2020
Q3 | $33.4K | Buy |
1,014
+500
| +97% | +$16.5K | 0.02% | 309 |
|
|
2020
Q2 | $16.3K | Sell |
514
-644
| -56% | -$20.5K | 0.01% | 373 |
|
|
2020
Q1 | $31K | Hold |
1,158
| – | – | 0.02% | 284 |
|
|
2019
Q4 | $52K | Buy |
1,158
+744
| +180% | +$33.4K | 0.03% | 256 |
|
|
2019
Q3 | $21K | Buy |
+414
| New | +$21K | 0.01% | 294 |
|