First Personal Financial Services’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $76 | Buy |
+3
| New | +$76 | ﹤0.01% | 558 |
|
|
2018
Q2 | – | Sell |
-905
| Closed | -$40K | – | 925 |
|
|
2018
Q1 | $40K | Sell |
905
-620
| -41% | -$27.4K | 0.01% | 483 |
|
|
2017
Q4 | $72K | Hold |
1,525
| – | – | 0.01% | 399 |
|
|
2017
Q3 | $71K | Hold |
1,525
| – | – | 0.02% | 371 |
|
|
2017
Q2 | $74K | Hold |
1,525
| – | – | 0.02% | 352 |
|
|
2017
Q1 | $75K | Hold |
1,525
| – | – | 0.02% | 325 |
|
|
2016
Q4 | $70K | Buy |
+1,525
| New | +$70K | 0.02% | 327 |
|
|
2016
Q1 | – | Sell |
-105
| Closed | -$4K | – | 399 |
|
|
2015
Q4 | $4K | Hold |
105
| – | – | ﹤0.01% | 348 |
|
|
2015
Q3 | $4K | Hold |
105
| – | – | ﹤0.01% | 350 |
|
|
2015
Q2 | $4K | Hold |
105
| – | – | ﹤0.01% | 347 |
|
|
2015
Q1 | $4K | Hold |
105
| – | – | ﹤0.01% | 359 |
|
|
2014
Q4 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 344 |
|