Freedman Financial Associates’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-233
| Closed | -$8K | – | 412 |
|
|
2022
Q1 | $8K | Hold |
233
| – | – | 0.01% | 380 |
|
|
2021
Q4 | $11K | Hold |
233
| – | – | 0.01% | 336 |
|
|
2021
Q3 | $10K | Hold |
233
| – | – | 0.01% | 350 |
|
|
2021
Q2 | $11K | Hold |
233
| – | – | 0.01% | 338 |
|
|
2021
Q1 | $10K | Hold |
233
| – | – | 0.01% | 356 |
|
|
2020
Q4 | $8K | Buy |
+233
| New | +$8K | 0.01% | 364 |
|