Destiny Wealth Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14
| Closed | -$519 | – | 617 |
|
|
2022
Q4 | $519 | Hold |
14
| – | – | ﹤0.01% | 657 |
|
|
2022
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 630 |
|
|
2022
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 596 |
|
|
2022
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 523 |
|
|
2021
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 539 |
|
|
2021
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 512 |
|
|
2021
Q2 | – | Sell |
-14
| Closed | -$1K | – | 493 |
|
|
2021
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 541 |
|
|
2020
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 509 |
|