Garrison Point Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $232K | Hold |
|
|||||
|
2022
Q4 | $248K | Hold |
|
|||||
|
2022
Q3 | $216K | Hold |
|
|||||
|
2022
Q2 | $258K | Hold |
|
|||||
|
2022
Q1 | $242K | Hold |
|
|||||
|
2021
Q4 | $307K | Hold |
|
|||||
|
2021
Q3 | $285K | Buy |
|
|||||
|
2021
Q2 | $301K | Hold |
|
|||||
|
2021
Q1 | $267K | Sell |
|
|||||
|
2020
Q4 | $259K | Sell |
|
|||||
|
2020
Q3 | $265K | Sell |
|
|||||
|
2020
Q2 | $332K | Sell |
|
|||||
|
2020
Q1 | $319K | Sell |
|
|||||
|
2019
Q4 | $727K | Sell |
|
|||||
|
2019
Q3 | $938K | Buy |
|
|||||
|
2019
Q2 | $986K | Buy |
|
|||||
|
2019
Q1 | $1.01M | Buy |
|
|||||
|
2018
Q4 | $922K | Buy |
|