Fieldpoint Private Securities’s UGI UGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$3K Sell
2022
Q1
$5K Sell
2021
Q4
$88K Sell
2021
Q3
$410K Buy
2021
Q2
$453K Sell
2021
Q1
$495K Buy
2020
Q4
$297K Buy
2019
Q4
Sell
2019
Q3
$510K Buy