Hendley & Co’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 |
-5,190
| Closed | -$200K | – | 61 |
|
|
2022
Q2 | $200K | Buy |
+5,190
| New | +$200K | 0.09% | 60 |
|
|
2022
Q1 | – | Sell |
-4,990
| Closed | -$229K | – | 71 |
|
|
2021
Q4 | $229K | Sell |
4,990
-150
| -3% | -$6.88K | 0.07% | 68 |
|
|
2021
Q3 | $219K | Buy |
+5,140
| New | +$219K | 0.08% | 71 |
|