Eudaimonia Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-813
| Closed | -$33K | – | 1316 |
|
|
2021
Q1 | $33K | Buy |
813
+5
| +0.6% | +$203 | 0.01% | 777 |
|
|
2020
Q4 | $28K | Buy |
808
+5
| +0.6% | +$173 | 0.01% | 765 |
|
|
2020
Q3 | $26K | Sell |
803
-225
| -22% | -$7.29K | 0.01% | 732 |
|
|
2020
Q2 | $33K | Buy |
+1,028
| New | +$33K | 0.01% | 597 |
|