HoyleCohen’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 |
-5,395
| Closed | -$208K | – | 262 |
|
|
2022
Q2 | $208K | Buy |
+5,395
| New | +$208K | 0.02% | 244 |
|
|
2022
Q1 | – | Sell |
-5,395
| Closed | -$248K | – | 285 |
|
|
2021
Q4 | $248K | Buy |
5,395
+31
| +0.6% | +$1.43K | 0.02% | 255 |
|
|
2021
Q3 | $229K | Hold |
5,364
| – | – | 0.02% | 246 |
|
|
2021
Q2 | $248 | Hold |
5,364
| – | – | 0.02% | 241 |
|
|
2021
Q1 | $220K | Buy |
+5,364
| New | +$220K | 0.02% | 249 |
|