Evoke Wealth’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 |
-101
| Closed | -$4K | – | 1236 |
|
|
2021
Q1 | $4K | Buy |
+101
| New | +$4K | ﹤0.01% | 910 |
|
|
2020
Q1 | – | Sell |
-292
| Closed | -$13.3K | – | 1354 |
|
|
2019
Q4 | $13.3K | Hold |
292
| – | – | ﹤0.01% | 683 |
|
|
2019
Q3 | $14.7K | Buy |
+292
| New | +$14.7K | ﹤0.01% | 738 |
|