Archer Investment Corporation’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $325K | Hold |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $473K | Hold |
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|
2023
Q3 | $443K | Hold |
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|
2023
Q2 | $519K | Buy |
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|
2023
Q1 | $521K | Buy |
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|
2022
Q4 | $445K | Hold |
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|
2022
Q3 | $388K | Hold |
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|
2022
Q2 | $463K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $33.4K | Buy |
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|
2020
Q2 | $16.3K | Sell |
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|
2020
Q1 | $31K | Hold |
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|
2019
Q4 | $52K | Buy |
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|
2019
Q3 | $21K | Buy |
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