Column Capital Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.2K | Hold |
400
| – | – | ﹤0.01% | 530 |
|
|
2023
Q2 | $10.8K | Hold |
400
| – | – | ﹤0.01% | 521 |
|
|
2023
Q1 | $13.9K | Hold |
400
| – | – | ﹤0.01% | 494 |
|
|
2022
Q4 | $14.8K | Hold |
400
| – | – | ﹤0.01% | 462 |
|
|
2022
Q3 | $13K | Hold |
400
| – | – | ﹤0.01% | 433 |
|
|
2022
Q2 | $15K | Hold |
400
| – | – | ﹤0.01% | 425 |
|
|
2022
Q1 | $14K | Hold |
400
| – | – | ﹤0.01% | 457 |
|
|
2021
Q4 | $18K | Hold |
400
| – | – | ﹤0.01% | 428 |
|
|
2021
Q3 | $17K | Hold |
400
| – | – | ﹤0.01% | 406 |
|
|
2021
Q2 | $19K | Hold |
400
| – | – | ﹤0.01% | 390 |
|
|
2021
Q1 | $16K | Buy |
+400
| New | +$16K | ﹤0.01% | 399 |
|
|
2020
Q3 | – | Sell |
-28
| Closed | – | – | 865 |
|
|
2020
Q2 | $0 | Hold |
28
| – | – | ﹤0.01% | 920 |
|
|
2020
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 682 |
|
|
2019
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 703 |
|