FORA Capital’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,478
| Closed | -$417K | – | 585 |
|
|
2023
Q2 | $417K | Buy |
15,478
+5,822
| +60% | +$157K | 0.06% | 246 |
|
|
2023
Q1 | $336K | Buy |
+9,656
| New | +$336K | 0.03% | 419 |
|
|
2022
Q4 | – | Sell |
-16,263
| Closed | -$526K | – | 650 |
|
|
2022
Q3 | $526K | Buy |
+16,263
| New | +$526K | 0.1% | 249 |
|
|
2020
Q4 | – | Sell |
-1,252
| Closed | -$41K | – | 1148 |
|
|
2020
Q3 | $41K | Sell |
1,252
-504
| -29% | -$16.5K | 0.03% | 474 |
|
|
2020
Q2 | $56K | Sell |
1,756
-16,887
| -91% | -$539K | 0.02% | 619 |
|
|
2020
Q1 | $497K | Buy |
+18,643
| New | +$497K | 0.11% | 240 |
|