BDO Wealth Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $241K | Buy |
8,948
+265
| +3% | +$7.15K | 0.03% | 240 |
|
|
2023
Q1 | $302K | Sell |
8,683
-899
| -9% | -$31.3K | 0.04% | 207 |
|
|
2022
Q4 | $355K | Buy |
9,582
+1,537
| +19% | +$57K | 0.04% | 203 |
|
|
2022
Q3 | $260K | Buy |
8,045
+112
| +1% | +$3.62K | 0.03% | 226 |
|
|
2022
Q2 | $306K | Buy |
7,933
+398
| +5% | +$15.4K | 0.04% | 212 |
|
|
2022
Q1 | $273K | Buy |
7,535
+742
| +11% | +$26.9K | 0.03% | 231 |
|
|
2021
Q4 | $312K | Buy |
6,793
+287
| +4% | +$13.2K | 0.03% | 228 |
|
|
2021
Q3 | $277K | Buy |
6,506
+734
| +13% | +$31.3K | 0.03% | 242 |
|
|
2021
Q2 | $267K | Buy |
5,772
+1,292
| +29% | +$59.8K | 0.03% | 251 |
|
|
2021
Q1 | $184K | Sell |
4,480
-1,072
| -19% | -$44K | 0.02% | 301 |
|
|
2020
Q4 | $194K | Sell |
5,552
-558
| -9% | -$19.5K | 0.03% | 236 |
|
|
2020
Q3 | $202K | Buy |
6,110
+981
| +19% | +$32.4K | 0.03% | 217 |
|
|
2020
Q2 | $163K | Buy |
5,129
+175
| +4% | +$5.56K | 0.03% | 235 |
|
|
2020
Q1 | $132K | Buy |
4,954
+469
| +10% | +$12.5K | 0.03% | 244 |
|
|
2019
Q4 | $203K | Buy |
4,485
+703
| +19% | +$31.8K | 0.05% | 188 |
|
|
2019
Q3 | $190K | Buy |
3,782
+200
| +6% | +$10K | 0.05% | 194 |
|
|
2019
Q2 | $191K | Buy |
3,582
+272
| +8% | +$14.5K | 0.05% | 194 |
|
|
2019
Q1 | $183K | Buy |
3,310
+840
| +34% | +$46.4K | 0.05% | 176 |
|
|
2018
Q4 | $132K | Buy |
2,470
+936
| +61% | +$50K | 0.05% | 186 |
|
|
2018
Q3 | $85K | Buy |
1,534
+125
| +9% | +$6.93K | 0.03% | 231 |
|
|
2018
Q2 | $73K | Buy |
1,409
+42
| +3% | +$2.18K | 0.02% | 249 |
|
|
2018
Q1 | $61K | Buy |
1,367
+437
| +47% | +$19.5K | 0.02% | 230 |
|
|
2017
Q4 | $44K | Buy |
930
+200
| +27% | +$9.46K | 0.02% | 225 |
|
|
2017
Q3 | $34K | Hold |
730
| – | – | 0.02% | 224 |
|
|
2017
Q2 | $35K | Buy |
+730
| New | +$35K | 0.02% | 258 |
|