First Personal Financial Services’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 | $76 | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $40K | Sell |
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|
2017
Q4 | $72K | Hold |
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|
2017
Q3 | $71K | Hold |
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|
2017
Q2 | $74K | Hold |
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|
2017
Q1 | $75K | Hold |
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|
2016
Q4 | $70K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $4K | Hold |
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|
2015
Q3 | $4K | Hold |
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|
2015
Q2 | $4K | Hold |
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|
2015
Q1 | $4K | Hold |
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|
2014
Q4 | $3K | Buy |
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