Ferguson Wellman Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,608
| Closed | -$203K | – | 334 |
|
|
2022
Q1 | $203K | Sell |
5,608
-100
| -2% | -$3.62K | 0.01% | 332 |
|
|
2021
Q4 | $262K | Buy |
5,708
+100
| +2% | +$4.59K | 0.01% | 302 |
|
|
2021
Q3 | $239K | Hold |
5,608
| – | – | 0.01% | 312 |
|
|
2021
Q2 | $260K | Sell |
5,608
-5
| -0.1% | -$232 | 0.01% | 302 |
|
|
2021
Q1 | $230K | Buy |
+5,613
| New | +$230K | 0.01% | 303 |
|