High Net Worth Advisory Group’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-636
| Closed | -$23.6K | – | 552 |
|
|
2022
Q4 | $23.6K | Hold |
636
| – | – | 0.01% | 418 |
|
|
2022
Q3 | $21K | Hold |
636
| – | – | 0.01% | 446 |
|
|
2022
Q2 | $25K | Hold |
636
| – | – | 0.01% | 416 |
|
|
2022
Q1 | $23K | Hold |
636
| – | – | 0.01% | 438 |
|
|
2021
Q4 | $29K | Buy |
+636
| New | +$29K | 0.01% | 413 |
|