GoalVest Advisory’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 |
-136
| Closed | -$3.35K | – | 478 |
|
|
2023
Q4 | $3.35K | Sell |
136
-27,498
| -100% | -$677K | ﹤0.01% | 308 |
|
|
2023
Q3 | $636K | Sell |
27,634
-2,756
| -9% | -$63.4K | 0.32% | 56 |
|
|
2023
Q2 | $820K | Sell |
30,390
-3,058
| -9% | -$82.5K | 0.42% | 49 |
|
|
2023
Q1 | $1.16M | Buy |
33,448
+3,634
| +12% | +$126K | 0.68% | 38 |
|
|
2022
Q4 | $1.11M | Buy |
29,814
+3,940
| +15% | +$146K | 0.71% | 36 |
|
|
2022
Q3 | $837K | Buy |
25,874
+3,438
| +15% | +$111K | 0.59% | 49 |
|
|
2022
Q2 | $864K | Buy |
+22,436
| New | +$864K | 0.55% | 56 |
|