Good Life Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
7,295
-50
| -0.7% | -$1.82K | 0.02% | 420 |
|
|
2025
Q1 | $243K | Buy |
7,345
+200
| +3% | +$6.61K | 0.02% | 435 |
|
|
2024
Q4 | $202K | Buy |
+7,145
| New | +$202K | 0.01% | 462 |
|
|
2024
Q2 | – | Sell |
-8,430
| Closed | -$207K | – | 486 |
|
|
2024
Q1 | $207K | Sell |
8,430
-550
| -6% | -$13.5K | 0.02% | 424 |
|
|
2023
Q4 | $221K | Buy |
+8,980
| New | +$221K | 0.02% | 392 |
|