First Heartland Consultants’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-50,445
| Closed | -$1.16M | – | 385 |
|
|
2023
Q3 | $1.16M | Buy |
50,445
+26,575
| +111% | +$611K | 0.15% | 134 |
|
|
2023
Q2 | $644K | Buy |
23,870
+1,064
| +5% | +$28.7K | 0.08% | 171 |
|
|
2023
Q1 | $793K | Buy |
22,806
+1,621
| +8% | +$56.3K | 0.12% | 156 |
|
|
2022
Q4 | $785K | Buy |
21,185
+14,597
| +222% | +$541K | 0.13% | 142 |
|
|
2022
Q3 | $212 | Sell |
6,588
-838
| -11% | -$27 | 0.02% | 322 |
|
|
2022
Q2 | $286K | Buy |
+7,426
| New | +$286K | 0.04% | 273 |
|