Bedel Financial Consulting’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-63
| Closed | -$2K | – | 853 |
|
|
2022
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 899 |
|
|
2021
Q4 | $3K | Hold |
63
| – | – | ﹤0.01% | 858 |
|
|
2021
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 856 |
|
|
2021
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 852 |
|
|
2021
Q1 | $3K | Hold |
63
| – | – | ﹤0.01% | 819 |
|
|
2020
Q4 | $2K | Hold |
63
| – | – | ﹤0.01% | 768 |
|
|
2020
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 741 |
|
|
2020
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 710 |
|
|
2020
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 706 |
|
|
2019
Q4 | $3K | Hold |
63
| – | – | ﹤0.01% | 661 |
|
|
2019
Q3 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 633 |
|