Column Capital Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.2K | Hold |
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|
2023
Q2 | $10.8K | Hold |
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|
2023
Q1 | $13.9K | Hold |
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|
2022
Q4 | $14.8K | Hold |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $15K | Hold |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $18K | Hold |
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|
2021
Q3 | $17K | Hold |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $16K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $0 | Hold |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $1K | Buy |
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