Clear Harbor Asset Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Sell |
26,292
-1,300
| -5% | -$47.3K | 0.07% | 188 |
|
|
2025
Q1 | $912K | Buy |
+27,592
| New | +$912K | 0.07% | 180 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$3.3K | – | 687 |
|
|
2020
Q3 | $3.3K | Buy |
+100
| New | +$3.3K | ﹤0.01% | 695 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$4.52K | – | 639 |
|
|
2019
Q4 | $4.52K | Buy |
+100
| New | +$4.52K | ﹤0.01% | 666 |
|