Baystate Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.2K | Buy |
252
+250
| +12,500% | +$6.15K | ﹤0.01% | 839 |
|
|
2023
Q3 | $49 | Hold |
2
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q2 | $56 | Hold |
2
| – | – | ﹤0.01% | 1036 |
|
|
2023
Q1 | $72 | Hold |
2
| – | – | ﹤0.01% | 1018 |
|
|
2022
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 991 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1019 |
|
|
2022
Q2 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 1034 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 950 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 990 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 914 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 866 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 834 |
|
|
2020
Q4 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 764 |
|
|
2020
Q3 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 742 |
|
|
2020
Q2 | $0 | Sell |
1
-149
| -99% | – | ﹤0.01% | 748 |
|
|
2020
Q1 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 458 |
|