Arlington Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-210
| Closed | -$7.3K | – | 637 |
|
|
2023
Q1 | $7.3K | Buy |
+210
| New | +$7.3K | ﹤0.01% | 441 |
|
|
2022
Q1 | – | Sell |
-1,142
| Closed | -$52K | – | 649 |
|
|
2021
Q4 | $52K | Sell |
1,142
-792
| -41% | -$36.1K | 0.01% | 278 |
|
|
2021
Q3 | $82K | Buy |
1,934
+792
| +69% | +$33.6K | 0.02% | 192 |
|
|
2021
Q2 | $53K | Hold |
1,142
| – | – | 0.02% | 191 |
|
|
2021
Q1 | $47K | Buy |
+1,142
| New | +$47K | 0.02% | 246 |
|