Flagship Harbor Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.18K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $7K | Sell |
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|
2020
Q2 | $8K | Sell |
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|
2020
Q1 | $12K | Sell |
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|
2019
Q4 | $34K | Buy |
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|
2019
Q3 | $37K | Sell |
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|
2019
Q2 | $44K | Buy |
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|
2019
Q1 | $43K | Buy |
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|
2018
Q4 | $41K | Hold |
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|
2018
Q3 | $43K | Buy |
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|
2018
Q2 | $40K | Buy |
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