Enterprise Financial Services Corp (EFSC)’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-100
| Closed | -$5K | – | 1164 |
|
|
2021
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 940 |
|
|
2021
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 1017 |
|
|
2020
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1033 |
|
|
2020
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 998 |
|
|
2020
Q2 | $3K | Buy |
100
+20
| +25% | +$600 | ﹤0.01% | 1003 |
|
|
2020
Q1 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 1075 |
|
|
2015
Q3 | – | Sell |
-412
| Closed | -$14K | – | 1141 |
|
|
2015
Q2 | $14K | Hold |
412
| – | – | 0.01% | 487 |
|
|
2015
Q1 | $13K | Hold |
412
| – | – | 0.01% | 541 |
|
|
2014
Q4 | $16K | Hold |
412
| – | – | 0.01% | 492 |
|
|
2014
Q3 | $14K | Sell |
412
-1
| -0.2% | -$34 | 0.01% | 519 |
|
|
2014
Q2 | $14K | Hold |
413
| – | – | 0.01% | 529 |
|
|
2014
Q1 | $13K | Hold |
413
| – | – | 0.01% | 543 |
|
|
2013
Q4 | $11K | Hold |
413
| – | – | 0.01% | 561 |
|
|
2013
Q3 | $11K | Hold |
413
| – | – | 0.01% | 536 |
|
|
2013
Q2 | $11K | Buy |
+413
| New | +$11K | 0.01% | 434 |
|