Baldwin Wealth Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-956
| Closed | -$37K | – | 704 |
|
|
2022
Q2 | $37K | Hold |
956
| – | – | ﹤0.01% | 392 |
|
|
2022
Q1 | $35K | Hold |
956
| – | – | ﹤0.01% | 422 |
|
|
2021
Q4 | $44K | Hold |
956
| – | – | ﹤0.01% | 363 |
|
|
2021
Q3 | $41K | Hold |
956
| – | – | ﹤0.01% | 374 |
|
|
2021
Q2 | $44K | Hold |
956
| – | – | ﹤0.01% | 374 |
|
|
2021
Q1 | $39K | Hold |
956
| – | – | ﹤0.01% | 372 |
|
|
2020
Q4 | $33K | Hold |
956
| – | – | ﹤0.01% | 360 |
|
|
2020
Q3 | $32K | Hold |
956
| – | – | ﹤0.01% | 343 |
|
|
2020
Q2 | $30K | Hold |
956
| – | – | ﹤0.01% | 354 |
|
|
2020
Q1 | $25K | Hold |
956
| – | – | ﹤0.01% | 356 |
|
|
2019
Q4 | $43K | Sell |
956
-29,040
| -97% | -$1.31M | 0.01% | 336 |
|
|
2019
Q3 | $1.51M | Buy |
+29,996
| New | +$1.51M | 0.23% | 65 |
|