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Coe Capital Management’s UGI UGI Stock Holding History

Coe Capital Management’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		$547K Hold
11,814
– – 0.52% 52
2021
Q1 		$484K Sell
11,814
-304
-3% -$12.5K 0.49% 56
2020
Q4 		$424K Buy
+12,118
New +$424K 0.46% 60