GW & Wade’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,441
| Closed | -$363K | – | 401 |
|
|
2023
Q1 | $363K | Buy |
10,441
+2,419
| +30% | +$84.1K | 0.01% | 293 |
|
|
2022
Q4 | $297K | Sell |
8,022
-1,344
| -14% | -$49.8K | 0.01% | 312 |
|
|
2022
Q3 | $303K | Buy |
9,366
+549
| +6% | +$17.8K | 0.01% | 298 |
|
|
2022
Q2 | $340K | Sell |
8,817
-1,265
| -13% | -$48.8K | 0.02% | 293 |
|
|
2022
Q1 | $365K | Buy |
+10,082
| New | +$365K | 0.02% | 283 |
|