GTS Securities’s UGI UGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-10,376
| Closed | -$260K | – | 2153 |
|
2024
Q3 | $260K | Sell |
10,376
-9,849
| -49% | -$246K | ﹤0.01% | 1399 |
|
2024
Q2 | $463K | Sell |
20,225
-6,047
| -23% | -$138K | ﹤0.01% | 995 |
|
2024
Q1 | $645K | Sell |
26,272
-10,028
| -28% | -$246K | ﹤0.01% | 699 |
|
2023
Q4 | $893K | Buy |
36,300
+8,974
| +33% | +$221K | ﹤0.01% | 644 |
|
2023
Q3 | $628K | Buy |
+27,326
| New | +$628K | ﹤0.01% | 681 |
|