Gradient Investments’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-586
| Closed | -$13.4K | – | 1232 |
|
|
2024
Q2 | $13.4K | Buy |
+586
| New | +$13.4K | ﹤0.01% | 691 |
|
|
2019
Q3 | – | Sell |
-162
| Closed | -$9K | – | 1237 |
|
|
2019
Q2 | $9K | Buy |
+162
| New | +$9K | ﹤0.01% | 684 |
|
|
2018
Q4 | – | Sell |
-34
| Closed | -$2K | – | 1093 |
|
|
2018
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 857 |
|
|
2018
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 847 |
|
|
2018
Q1 | $2K | Sell |
34
-718
| -95% | -$42.2K | ﹤0.01% | 847 |
|
|
2017
Q4 | $35K | Buy |
+752
| New | +$35K | ﹤0.01% | 402 |
|
|
2017
Q3 | – | Sell |
-718
| Closed | -$35K | – | 679 |
|
|
2017
Q2 | $35K | Hold |
718
| – | – | ﹤0.01% | 342 |
|
|
2017
Q1 | $35K | Hold |
718
| – | – | ﹤0.01% | 344 |
|
|
2016
Q4 | $33K | Hold |
718
| – | – | ﹤0.01% | 303 |
|
|
2016
Q3 | $32K | Hold |
718
| – | – | ﹤0.01% | 306 |
|
|
2016
Q2 | $32K | Buy |
+718
| New | +$32K | ﹤0.01% | 301 |
|