Carson Wealth (CWM LLC)’s UGI Corporation UGIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27
| Closed | -$2K | – | 4606 |
|
|
2023
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 3891 |
|
|
2023
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 3865 |
|
|
2023
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 3730 |
|
|
2022
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 3652 |
|
|
2022
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 3565 |
|
|
2022
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 3441 |
|