BerganKDV Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.9K | Sell |
219
-523
| -70% | -$14.1K | ﹤0.01% | 594 |
|
|
2023
Q1 | $25.8K | Buy |
742
+486
| +190% | +$16.9K | ﹤0.01% | 487 |
|
|
2022
Q4 | $9.49K | Sell |
256
-15
| -6% | -$556 | ﹤0.01% | 584 |
|
|
2022
Q3 | $9K | Sell |
271
-20
| -7% | -$664 | ﹤0.01% | 592 |
|
|
2022
Q2 | $11K | Buy |
291
+2
| +0.7% | +$76 | ﹤0.01% | 583 |
|
|
2022
Q1 | $10K | Buy |
289
+2
| +0.7% | +$69 | ﹤0.01% | 618 |
|
|
2021
Q4 | $13K | Buy |
287
+2
| +0.7% | +$91 | ﹤0.01% | 625 |
|
|
2021
Q3 | $12K | Buy |
285
+2
| +0.7% | +$84 | ﹤0.01% | 615 |
|
|
2021
Q2 | $13K | Buy |
283
+2
| +0.7% | +$92 | ﹤0.01% | 572 |
|
|
2021
Q1 | $12K | Buy |
281
+2
| +0.7% | +$85 | ﹤0.01% | 561 |
|
|
2020
Q4 | $10K | Buy |
279
+53
| +23% | +$1.9K | ﹤0.01% | 578 |
|
|
2020
Q3 | $7K | Buy |
226
+2
| +0.9% | +$62 | ﹤0.01% | 557 |
|
|
2020
Q2 | $7K | Buy |
224
+141
| +170% | +$4.41K | ﹤0.01% | 594 |
|
|
2020
Q1 | $2K | Buy |
+83
| New | +$2K | ﹤0.01% | 757 |
|