Cambridge Investment Research Advisors’s UGI Corporation UGIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,595
| Closed | -$209K | – | 3464 |
|
|
2024
Q1 | $209K | Buy |
3,595
+105
| +3% | +$6.1K | ﹤0.01% | 2993 |
|
|
2023
Q4 | $206K | Buy |
+3,490
| New | +$206K | ﹤0.01% | 2881 |
|
|
2023
Q3 | – | Sell |
-3,395
| Closed | -$225K | – | 3286 |
|
|
2023
Q2 | $225K | Buy |
3,395
+815
| +32% | +$54K | ﹤0.01% | 2781 |
|
|
2023
Q1 | $205K | Buy |
2,580
+5
| +0.2% | +$397 | ﹤0.01% | 2810 |
|
|
2022
Q4 | $223K | Buy |
+2,575
| New | +$223K | ﹤0.01% | 2664 |
|