CoreCap Advisors’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77K | Buy |
131
+105
| +404% | +$3.82K | ﹤0.01% | 2124 |
|
|
2025
Q1 | $860 | Buy |
+26
| New | +$860 | ﹤0.01% | 2558 |
|
|
2022
Q4 | $2.41K | Buy |
+65
| New | +$2.41K | ﹤0.01% | 1900 |
|
|
2022
Q3 | – | Sell |
-62
| Closed | -$2K | – | 2002 |
|
|
2022
Q2 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 1913 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | -$1K | – | 2003 |
|
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 2266 |
|