Connectus Wealth’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,500
| Closed | -$202K | – | 527 |
|
|
2023
Q2 | $202K | Hold |
7,500
| – | – | ﹤0.01% | 435 |
|
|
2023
Q1 | $261K | Hold |
7,500
| – | – | 0.01% | 399 |
|
|
2022
Q4 | $278K | Hold |
7,500
| – | – | 0.01% | 386 |
|
|
2022
Q3 | $242K | Hold |
7,500
| – | – | 0.01% | 464 |
|
|
2022
Q2 | $290K | Buy |
+7,500
| New | +$290K | 0.01% | 386 |
|