Cordasco Financial Network’s UGI UGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $13K | Hold |
328
| – | – | 0.01% | 335 |
|
2022
Q1 | $12K | Hold |
328
| – | – | 0.01% | 355 |
|
2021
Q4 | $15K | Hold |
328
| – | – | 0.01% | 323 |
|
2021
Q3 | $14K | Hold |
328
| – | – | 0.01% | 339 |
|
2021
Q2 | $15K | Hold |
328
| – | – | 0.01% | 333 |
|
2021
Q1 | $13K | Hold |
328
| – | – | 0.01% | 340 |
|
2020
Q4 | $11K | Hold |
328
| – | – | 0.01% | 316 |
|
2020
Q3 | $11K | Hold |
328
| – | – | 0.01% | 307 |
|
2020
Q2 | $10K | Hold |
328
| – | – | 0.01% | 289 |
|
2020
Q1 | $9K | Hold |
328
| – | – | 0.01% | 269 |
|
2019
Q4 | $15K | Hold |
328
| – | – | 0.01% | 235 |
|
2019
Q3 | $17K | Hold |
328
| – | – | 0.02% | 227 |
|
2019
Q2 | $18K | Hold |
328
| – | – | 0.02% | 221 |
|
2019
Q1 | $18K | Hold |
328
| – | – | 0.02% | 242 |
|
2018
Q4 | $18K | Hold |
328
| – | – | 0.02% | 201 |
|
2018
Q3 | $18K | Hold |
328
| – | – | 0.02% | 205 |
|
2018
Q2 | $17K | Hold |
328
| – | – | 0.02% | 215 |
|
2018
Q1 | $15K | Hold |
328
| – | – | 0.02% | 185 |
|
2017
Q4 | $15K | Hold |
328
| – | – | 0.02% | 170 |
|
2017
Q3 | $15K | Hold |
328
| – | – | 0.02% | 165 |
|
2017
Q2 | $16K | Hold |
328
| – | – | 0.02% | 161 |
|
2017
Q1 | $16K | Hold |
328
| – | – | 0.02% | 168 |
|
2016
Q4 | $15K | Hold |
328
| – | – | 0.02% | 168 |
|
2016
Q3 | $15K | Hold |
328
| – | – | 0.02% | 182 |
|
2016
Q2 | $15K | Hold |
328
| – | – | 0.02% | 182 |
|
2016
Q1 | $13K | Hold |
328
| – | – | 0.01% | 187 |
|
2015
Q4 | $11K | Hold |
328
| – | – | 0.01% | 205 |
|
2015
Q3 | $11K | Hold |
328
| – | – | 0.01% | 216 |
|
2015
Q2 | $11K | Hold |
328
| – | – | 0.01% | 221 |
|
2015
Q1 | $11K | Hold |
328
| – | – | 0.01% | 232 |
|
2014
Q4 | $12K | Hold |
328
| – | – | 0.01% | 229 |
|
2014
Q3 | $11K | Sell |
328
-1
| -0.3% | -$34 | 0.01% | 240 |
|
2014
Q2 | $11K | Hold |
329
| – | – | 0.01% | 238 |
|
2014
Q1 | $10K | Hold |
329
| – | – | 0.01% | 236 |
|
2013
Q4 | $9K | Buy |
+329
| New | +$9K | 0.01% | 236 |
|