Focused Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-65
| Closed | -$1.59K | – | 870 |
|
|
2023
Q4 | $1.59K | Buy |
65
+2
| +3% | +$49 | ﹤0.01% | 779 |
|
|
2023
Q3 | $1.46K | Hold |
63
| – | – | ﹤0.01% | 777 |
|
|
2023
Q2 | $1.69K | Buy |
63
+1
| +2% | +$27 | ﹤0.01% | 775 |
|
|
2023
Q1 | $2.15K | Buy |
62
+1
| +2% | +$35 | ﹤0.01% | 760 |
|
|
2022
Q4 | $2.28K | Hold |
61
| – | – | ﹤0.01% | 735 |
|
|
2022
Q3 | $2K | Buy |
61
+1
| +2% | +$33 | ﹤0.01% | 758 |
|
|
2022
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 728 |
|
|
2022
Q1 | $2K | Buy |
60
+1
| +2% | +$33 | ﹤0.01% | 772 |
|
|
2021
Q4 | $3K | Hold |
59
| – | – | ﹤0.01% | 734 |
|
|
2021
Q3 | $3K | Buy |
59
+1
| +2% | +$51 | ﹤0.01% | 730 |
|
|
2021
Q2 | $3K | Hold |
58
| – | – | ﹤0.01% | 739 |
|
|
2021
Q1 | $2K | Buy |
58
+1
| +2% | +$34 | ﹤0.01% | 752 |
|
|
2020
Q4 | $2K | Hold |
57
| – | – | ﹤0.01% | 709 |
|
|
2020
Q3 | $2K | Buy |
57
+1
| +2% | +$35 | ﹤0.01% | 658 |
|
|
2020
Q2 | $2K | Buy |
56
+1
| +2% | +$36 | ﹤0.01% | 642 |
|
|
2020
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 648 |
|
|
2019
Q4 | $2K | Hold |
55
| – | – | ﹤0.01% | 622 |
|
|
2019
Q3 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 596 |
|