Baron Financial Group’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 |
-450
| Closed | -$17.4K | – | 184 |
|
|
2022
Q2 | $17.4K | Hold |
450
| – | – | 0.01% | 132 |
|
|
2022
Q1 | $16.3K | Hold |
450
| – | – | 0.01% | 142 |
|
|
2021
Q4 | $20.7K | Hold |
450
| – | – | 0.01% | 138 |
|
|
2021
Q3 | $19.2K | Hold |
450
| – | – | 0.01% | 141 |
|
|
2021
Q2 | $20.8K | Hold |
450
| – | – | 0.01% | 138 |
|
|
2021
Q1 | $18.5K | Hold |
450
| – | – | 0.01% | 145 |
|
|
2020
Q4 | $15.7K | Hold |
450
| – | – | 0.01% | 148 |
|
|
2020
Q3 | $14.8K | Buy |
+450
| New | +$14.8K | 0.01% | 152 |
|