FinTrust Capital Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.61K | Hold |
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|
2024
Q2 | $6.05K | Buy |
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|
2024
Q1 | $2.21K | Sell |
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|
2023
Q4 | $6.5K | Hold |
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|
2023
Q3 | $6.07K | Buy |
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|
2023
Q2 | $3.34K | Hold |
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|
2023
Q1 | $3.34K | Hold |
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|
2022
Q4 | $3.34K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $4K | Sell |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $7K | Hold |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $5K | Hold |
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|
2020
Q3 | $5 | Sell |
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|
2020
Q2 | $11K | Sell |
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|
2020
Q1 | $14K | Hold |
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|
2019
Q4 | $23K | Sell |
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|
2019
Q3 | $33K | Hold |
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|
2019
Q2 | $35K | Buy |
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|
2019
Q1 | $28K | Buy |
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