Beaton Management Company’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Hold |
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|
2019
Q3 | $226K | Hold |
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|
2019
Q2 | $240K | Hold |
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|
2019
Q1 | $249K | Hold |
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|
2018
Q4 | $240K | Hold |
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|
2018
Q3 | $250K | Hold |
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|
2018
Q2 | $234K | Hold |
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|
2018
Q1 | $200K | Hold |
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|
2017
Q4 | $211K | Hold |
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|
2017
Q3 | $211K | Hold |
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|
2017
Q2 | $218K | Buy |
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