FourThought Financial’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $19K | Hold |
597
| – | – | ﹤0.01% | 880 |
|
|
2022
Q2 | $23K | Hold |
597
| – | – | ﹤0.01% | 832 |
|
|
2022
Q1 | $22K | Hold |
597
| – | – | ﹤0.01% | 877 |
|
|
2021
Q4 | $27K | Sell |
597
-637
| -52% | -$28.8K | ﹤0.01% | 853 |
|
|
2021
Q3 | $52K | Hold |
1,234
| – | – | 0.01% | 685 |
|
|
2021
Q2 | $57K | Hold |
1,234
| – | – | 0.01% | 670 |
|
|
2021
Q1 | $50K | Buy |
1,234
+22
| +2% | +$891 | 0.01% | 690 |
|
|
2020
Q4 | $42K | Buy |
+1,212
| New | +$42K | 0.01% | 704 |
|