Fieldpoint Private Securities’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3K | Sell |
80
-50
| -38% | -$1.88K | ﹤0.01% | 1107 |
|
|
2022
Q1 | $5K | Sell |
130
-1,793
| -93% | -$69K | ﹤0.01% | 1295 |
|
|
2021
Q4 | $88K | Sell |
1,923
-7,689
| -80% | -$352K | 0.02% | 467 |
|
|
2021
Q3 | $410K | Buy |
9,612
+11
| +0.1% | +$469 | 0.09% | 232 |
|
|
2021
Q2 | $453K | Sell |
9,601
-2,461
| -20% | -$116K | 0.1% | 215 |
|
|
2021
Q1 | $495K | Buy |
12,062
+3,568
| +42% | +$146K | 0.12% | 196 |
|
|
2020
Q4 | $297K | Buy |
+8,494
| New | +$297K | 0.07% | 249 |
|
|
2019
Q4 | – | Sell |
-10,137
| Closed | -$510K | – | 719 |
|
|
2019
Q3 | $510K | Buy |
+10,137
| New | +$510K | 0.18% | 136 |
|