Bartlett & Co’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6K | Hold |
242
| – | – | ﹤0.01% | 1064 |
|
|
2023
Q3 | $6K | Hold |
242
| – | – | ﹤0.01% | 979 |
|
|
2023
Q2 | $7K | Buy |
242
+79
| +48% | +$2.29K | ﹤0.01% | 961 |
|
|
2023
Q1 | $6K | Hold |
163
| – | – | ﹤0.01% | 878 |
|
|
2022
Q4 | $6K | Hold |
163
| – | – | ﹤0.01% | 904 |
|
|
2022
Q3 | $5K | Hold |
163
| – | – | ﹤0.01% | 935 |
|
|
2022
Q2 | $6K | Hold |
163
| – | – | ﹤0.01% | 986 |
|
|
2022
Q1 | $6K | Buy |
+163
| New | +$6K | ﹤0.01% | 901 |
|
|
2021
Q4 | – | Sell |
-163
| Closed | -$7K | – | 858 |
|
|
2021
Q3 | $7K | Hold |
163
| – | – | ﹤0.01% | 741 |
|
|
2021
Q2 | $8K | Hold |
163
| – | – | ﹤0.01% | 720 |
|
|
2021
Q1 | $7K | Hold |
163
| – | – | ﹤0.01% | 767 |
|
|
2020
Q4 | $6K | Buy |
+163
| New | +$6K | ﹤0.01% | 781 |
|