BerganKDV Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.9K | Sell |
|
|||||
|
2023
Q1 | $25.8K | Buy |
|
|||||
|
2022
Q4 | $9.49K | Sell |
|
|||||
|
2022
Q3 | $9K | Sell |
|
|||||
|
2022
Q2 | $11K | Buy |
|
|||||
|
2022
Q1 | $10K | Buy |
|
|||||
|
2021
Q4 | $13K | Buy |
|
|||||
|
2021
Q3 | $12K | Buy |
|
|||||
|
2021
Q2 | $13K | Buy |
|
|||||
|
2021
Q1 | $12K | Buy |
|
|||||
|
2020
Q4 | $10K | Buy |
|
|||||
|
2020
Q3 | $7K | Buy |
|
|||||
|
2020
Q2 | $7K | Buy |
|
|||||
|
2020
Q1 | $2K | Buy |
|