Crewe Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5
| Closed | -$115 | – | 683 |
|
|
2023
Q3 | $115 | Hold |
5
| – | – | ﹤0.01% | 556 |
|
|
2023
Q2 | $135 | Buy |
+5
| New | +$135 | ﹤0.01% | 794 |
|
|
2022
Q4 | – | Sell |
-246
| Closed | -$8K | – | 1281 |
|
|
2022
Q3 | $8K | Hold |
246
| – | – | ﹤0.01% | 738 |
|
|
2022
Q2 | $9K | Buy |
+246
| New | +$9K | ﹤0.01% | 638 |
|