CSat Investment Advisory’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-848
| Closed | -$28K | – | 940 |
|
|
2020
Q3 | $28K | Buy |
848
+113
| +15% | +$3.73K | ﹤0.01% | 779 |
|
|
2020
Q2 | $23K | Buy |
735
+198
| +37% | +$6.2K | ﹤0.01% | 798 |
|
|
2020
Q1 | $14K | Buy |
537
+88
| +20% | +$2.29K | ﹤0.01% | 813 |
|
|
2019
Q4 | $20K | Buy |
449
+48
| +12% | +$2.14K | 0.01% | 790 |
|
|
2019
Q3 | $20K | Buy |
401
+74
| +23% | +$3.69K | 0.01% | 712 |
|
|
2019
Q2 | $17K | Buy |
+327
| New | +$17K | 0.01% | 727 |
|