Graves Light Lenhart Wealth’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,019
| Closed | -$39K | – | 572 |
|
|
2022
Q2 | $39K | Hold |
1,019
| – | – | 0.01% | 333 |
|
|
2022
Q1 | $37K | Hold |
1,019
| – | – | 0.01% | 389 |
|
|
2021
Q4 | $47K | Hold |
1,019
| – | – | 0.01% | 405 |
|
|
2021
Q3 | $43K | Hold |
1,019
| – | – | 0.01% | 398 |
|
|
2021
Q2 | $47K | Hold |
1,019
| – | – | 0.01% | 389 |
|
|
2021
Q1 | $42K | Hold |
1,019
| – | – | 0.01% | 405 |
|
|
2020
Q4 | $36K | Buy |
+1,019
| New | +$36K | 0.01% | 411 |
|