Berman Capital Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $26K | Buy |
613
+51
| +9% | +$2.16K | ﹤0.01% | 902 |
|
|
2021
Q2 | $26K | Buy |
562
+1
| +0.2% | +$46 | ﹤0.01% | 817 |
|
|
2021
Q1 | $23K | Buy |
561
+2
| +0.4% | +$82 | ﹤0.01% | 738 |
|
|
2020
Q4 | $19K | Buy |
559
+2
| +0.4% | +$68 | ﹤0.01% | 690 |
|
|
2020
Q3 | $18K | Buy |
557
+11
| +2% | +$355 | 0.01% | 631 |
|
|
2020
Q2 | $17K | Buy |
546
+34
| +7% | +$1.06K | ﹤0.01% | 601 |
|
|
2020
Q1 | $13K | Buy |
512
+488
| +2,033% | +$12.4K | ﹤0.01% | 611 |
|
|
2019
Q4 | $1K | Sell |
24
-33
| -58% | -$1.38K | ﹤0.01% | 1395 |
|
|
2019
Q3 | $2K | Sell |
57
-119
| -68% | -$4.18K | ﹤0.01% | 1234 |
|
|
2019
Q2 | $9K | Sell |
176
-104
| -37% | -$5.32K | ﹤0.01% | 787 |
|
|
2019
Q1 | $15K | Buy |
280
+247
| +748% | +$13.2K | 0.01% | 540 |
|
|
2018
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 1072 |
|