Glassman Wealth Services’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 |
-67
| Closed | -$1.65K | – | 1720 |
|
|
2023
Q4 | $1.65K | Sell |
67
-119
| -64% | -$2.93K | ﹤0.01% | 1401 |
|
|
2023
Q3 | $4.28K | Buy |
186
+144
| +343% | +$3.31K | ﹤0.01% | 1116 |
|
|
2023
Q2 | $1.13K | Sell |
42
-29
| -41% | -$782 | ﹤0.01% | 1407 |
|
|
2023
Q1 | $2.47K | Buy |
71
+7
| +11% | +$243 | ﹤0.01% | 1181 |
|
|
2022
Q4 | $2.37K | Sell |
64
-90
| -58% | -$3.34K | ﹤0.01% | 1216 |
|
|
2022
Q3 | $5K | Hold |
154
| – | – | ﹤0.01% | 1015 |
|
|
2022
Q2 | $6K | Buy |
154
+17
| +12% | +$662 | ﹤0.01% | 973 |
|
|
2022
Q1 | $5K | Buy |
137
+83
| +154% | +$3.03K | ﹤0.01% | 1017 |
|
|
2021
Q4 | $2K | Buy |
54
+7
| +15% | +$259 | ﹤0.01% | 1250 |
|
|
2021
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 1228 |
|
|
2021
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 1187 |
|
|
2021
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 1145 |
|
|
2020
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 1109 |
|
|
2020
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 1045 |
|
|
2020
Q2 | $1K | Sell |
47
-121
| -72% | -$2.57K | ﹤0.01% | 1124 |
|
|
2020
Q1 | $4K | Buy |
168
+95
| +130% | +$2.26K | ﹤0.01% | 567 |
|
|
2019
Q4 | $3K | Buy |
73
+15
| +26% | +$616 | ﹤0.01% | 699 |
|
|
2019
Q3 | $3K | Buy |
58
+54
| +1,350% | +$2.79K | ﹤0.01% | 643 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1372 |
|
|
2019
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1210 |
|