Carroll Financial Associates’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $22K | Hold |
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|
2021
Q3 | $20K | Hold |
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|
2021
Q2 | $22K | Hold |
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|
2021
Q1 | $19K | Hold |
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|
2020
Q4 | $16K | Sell |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $15K | Hold |
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|
2020
Q1 | $12K | Hold |
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|
2019
Q4 | $21K | Hold |
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|
2019
Q3 | $24K | Buy |
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|
2019
Q2 | $0 | Hold |
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|
2019
Q1 | $0 | Buy |
|