Beck Bode LLC’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-34,007
| Closed | -$837K | – | 139 |
|
|
2023
Q4 | $837K | Buy |
34,007
+4,624
| +16% | +$114K | 0.19% | 98 |
|
|
2023
Q3 | $676K | Buy |
+29,383
| New | +$676K | 0.17% | 102 |
|
|
2020
Q4 | – | Sell |
-447
| Closed | -$15K | – | 257 |
|
|
2020
Q3 | $15K | Buy |
+447
| New | +$15K | 0.01% | 189 |
|
|
2019
Q4 | – | Sell |
-162,779
| Closed | -$8.18M | – | 76 |
|
|
2019
Q3 | $8.18M | Buy |
162,779
+9,488
| +6% | +$477K | 3.59% | 11 |
|
|
2019
Q2 | $8.19M | Buy |
+153,291
| New | +$8.19M | 3.65% | 11 |
|