Cetera Advisor Networks’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $685K | Buy |
27,906
+8,974
| +47% | +$220K | ﹤0.01% | 1716 |
|
|
2023
Q4 | $466K | Sell |
18,932
-1,110
| -6% | -$27.3K | ﹤0.01% | 1934 |
|
|
2023
Q3 | $461K | Buy |
20,042
+2,390
| +14% | +$55K | ﹤0.01% | 1823 |
|
|
2023
Q2 | $476K | Sell |
17,652
-904
| -5% | -$24.4K | ﹤0.01% | 1743 |
|
|
2023
Q1 | $645K | Buy |
18,556
+16
| +0.1% | +$556 | ﹤0.01% | 1526 |
|
|
2022
Q4 | $687K | Buy |
18,540
+656
| +4% | +$24.3K | 0.01% | 1417 |
|
|
2022
Q3 | $578K | Buy |
17,884
+2,806
| +19% | +$90.7K | 0.01% | 1192 |
|
|
2022
Q2 | $582K | Buy |
15,078
+1,712
| +13% | +$66.1K | 0.01% | 1174 |
|
|
2022
Q1 | $484K | Buy |
13,366
+1,618
| +14% | +$58.6K | 0.01% | 1318 |
|
|
2021
Q4 | $539K | Buy |
11,748
+701
| +6% | +$32.2K | 0.01% | 1236 |
|
|
2021
Q3 | $471K | Buy |
11,047
+1,404
| +15% | +$59.9K | 0.01% | 1262 |
|
|
2021
Q2 | $447K | Buy |
+9,643
| New | +$447K | 0.01% | 1238 |
|
|
2020
Q3 | – | Sell |
-4,182
| Closed | -$133K | – | 2911 |
|
|
2020
Q2 | $133K | Buy |
+4,182
| New | +$133K | ﹤0.01% | 1347 |
|
|
2020
Q1 | – | Sell |
-4,489
| Closed | -$204K | – | 1272 |
|
|
2019
Q4 | $204K | Sell |
4,489
-144
| -3% | -$6.54K | 0.01% | 1149 |
|
|
2019
Q3 | $233K | Buy |
+4,633
| New | +$233K | 0.01% | 1031 |
|
|
2016
Q4 | – | Sell |
-5,038
| Closed | -$228K | – | 1007 |
|
|
2016
Q3 | $228K | Buy |
+5,038
| New | +$228K | 0.01% | 885 |
|