GW Henssler & Associates’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,072
| Closed | -$329K | – | 266 |
|
|
2022
Q1 | $329K | Buy |
9,072
+20
| +0.2% | +$725 | 0.02% | 181 |
|
|
2021
Q4 | $416K | Buy |
+9,052
| New | +$416K | 0.03% | 151 |
|
|
2021
Q2 | – | Sell |
-7,017
| Closed | -$288K | – | 263 |
|
|
2021
Q1 | $288K | Hold |
7,017
| – | – | 0.02% | 185 |
|
|
2020
Q4 | $245K | Sell |
7,017
-26
| -0.4% | -$908 | 0.02% | 192 |
|
|
2020
Q3 | $232K | Buy |
7,043
+465
| +7% | +$15.3K | 0.02% | 186 |
|
|
2020
Q2 | $209K | Buy |
+6,578
| New | +$209K | 0.02% | 182 |
|