Creative Financial Designs’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.38K | Buy |
203
+3
| +2% | +$109 | ﹤0.01% | 1424 |
|
|
2025
Q1 | $6.63K | Buy |
200
+7
| +4% | +$232 | ﹤0.01% | 1404 |
|
|
2024
Q4 | $5.45K | Buy |
193
+3
| +2% | +$85 | ﹤0.01% | 1404 |
|
|
2024
Q3 | $4.76K | Buy |
190
+3
| +2% | +$75 | ﹤0.01% | 1389 |
|
|
2024
Q2 | $4.28K | Buy |
+187
| New | +$4.28K | ﹤0.01% | 1349 |
|
|
2020
Q3 | – | Sell |
-86
| Closed | -$3K | – | 1309 |
|
|
2020
Q2 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 988 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 633 |
|
|
2018
Q4 | – | Sell |
-188
| Closed | -$10K | – | 758 |
|
|
2018
Q3 | $10K | Buy |
188
+4
| +2% | +$213 | 0.01% | 442 |
|
|
2018
Q2 | $10K | Buy |
184
+4
| +2% | +$217 | 0.01% | 472 |
|
|
2018
Q1 | $8K | Buy |
+180
| New | +$8K | 0.01% | 445 |
|