Householder Group Estate & Retirement Specialist’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1176 |
|
|
2024
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1324 |
|
|
2024
Q2 | – | Sell |
-10
| Closed | -$245 | – | 1338 |
|
|
2024
Q1 | $245 | Hold |
10
| – | – | ﹤0.01% | 1201 |
|
|
2023
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1333 |
|
|
2023
Q3 | $230 | Buy |
+10
| New | +$230 | ﹤0.01% | 1230 |
|
|
2023
Q1 | $3K | Buy |
+84
| New | +$3K | ﹤0.01% | 1054 |
|
|
2022
Q4 | – | Sell |
-82
| Closed | -$2K | – | 1081 |
|
|
2022
Q3 | $2K | Buy |
+82
| New | +$2K | ﹤0.01% | 987 |
|