Financial Gravity Asset Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$144 | – | 2473 |
|
|
2024
Q1 | $144 | Buy |
+6
| New | +$144 | ﹤0.01% | 1683 |
|
|
2023
Q3 | – | Sell |
-27
| Closed | -$230 | – | 1760 |
|
|
2023
Q2 | $230 | Buy |
+27
| New | +$230 | ﹤0.01% | 1158 |
|
|
2023
Q1 | – | Sell |
-37
| Closed | -$1.8K | – | 1660 |
|
|
2022
Q4 | $1.8K | Buy |
+37
| New | +$1.8K | 0.01% | 562 |
|
|
2020
Q2 | – | Sell |
-9
| Closed | -$252 | – | 860 |
|
|
2020
Q1 | $252 | Sell |
9
-9
| -50% | -$252 | ﹤0.01% | 677 |
|
|
2019
Q4 | $45K | Hold |
18
| – | – | 0.03% | 698 |
|
|
2019
Q3 | $1K | Sell |
18
-11
| -38% | -$611 | ﹤0.01% | 1118 |
|
|
2019
Q2 | $2K | Sell |
29
-60
| -67% | -$4.14K | ﹤0.01% | 954 |
|
|
2019
Q1 | $5K | Buy |
+89
| New | +$5K | ﹤0.01% | 704 |
|
|
2018
Q3 | $9K | Buy |
167
+15
| +10% | +$808 | 0.01% | 604 |
|
|
2018
Q2 | $8K | Buy |
152
+27
| +22% | +$1.42K | 0.01% | 627 |
|
|
2018
Q1 | $6K | Buy |
+125
| New | +$6K | 0.01% | 697 |
|