Disciplined Investments’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-27
| Closed | -$728 | – | 1454 |
|
|
2023
Q2 | $728 | Sell |
27
-6
| -18% | -$162 | ﹤0.01% | 1091 |
|
|
2023
Q1 | $1.15K | Hold |
33
| – | – | ﹤0.01% | 901 |
|
|
2022
Q4 | $1.22K | Buy |
33
+1
| +3% | +$37 | ﹤0.01% | 818 |
|
|
2022
Q3 | $1K | Sell |
32
-4
| -11% | -$125 | ﹤0.01% | 1113 |
|
|
2022
Q2 | $1K | Buy |
36
+7
| +24% | +$194 | ﹤0.01% | 1143 |
|
|
2022
Q1 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1210 |
|