Ellevest Inc’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1971 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1884 |
|
|
2021
Q1 | – | Sell |
-126
| Closed | -$4K | – | 1364 |
|
|
2020
Q4 | $4K | Sell |
126
-3,484
| -97% | -$111K | ﹤0.01% | 878 |
|
|
2020
Q3 | $119K | Buy |
3,610
+1,404
| +64% | +$46.3K | 0.02% | 213 |
|
|
2020
Q2 | $70K | Buy |
2,206
+938
| +74% | +$29.8K | 0.02% | 304 |
|
|
2020
Q1 | $34K | Buy |
1,268
+1,012
| +395% | +$27.1K | 0.01% | 312 |
|
|
2019
Q4 | $12K | Buy |
+256
| New | +$12K | ﹤0.01% | 509 |
|