Hudock Inc’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-900
| Closed | -$29K | – | 703 |
|
|
2022
Q3 | $29K | Hold |
900
| – | – | 0.01% | 382 |
|
|
2022
Q2 | $34K | Hold |
900
| – | – | 0.01% | 356 |
|
|
2022
Q1 | $32K | Hold |
900
| – | – | 0.01% | 376 |
|
|
2021
Q4 | $41K | Hold |
900
| – | – | 0.01% | 351 |
|
|
2021
Q3 | $38K | Hold |
900
| – | – | 0.01% | 356 |
|
|
2021
Q2 | $41K | Sell |
900
-55
| -6% | -$2.48K | 0.01% | 348 |
|
|
2021
Q1 | $39K | Hold |
955
| – | – | 0.01% | 349 |
|
|
2020
Q4 | $33K | Sell |
955
-225
| -19% | -$7.87K | 0.01% | 360 |
|
|
2020
Q3 | $38K | Sell |
1,180
-161
| -12% | -$5.34K | 0.01% | 305 |
|
|
2020
Q2 | $42K | Sell |
1,341
-19
| -1% | -$576 | 0.02% | 287 |
|
|
2020
Q1 | $36K | Buy |
1,360
+20
| +1% | +$758 | 0.01% | 262 |
|
|
2019
Q4 | $60K | Buy |
1,340
+5
| +0.4% | +$229 | 0.02% | 229 |
|
|
2019
Q3 | $67K | Buy |
1,335
+8
| +0.6% | +$400 | 0.02% | 212 |
|
|
2019
Q2 | $70K | Buy |
1,327
+86
| +7% | +$4.58K | 0.03% | 205 |
|
|
2019
Q1 | $68K | Buy |
1,241
+2
| +0.2% | +$109 | 0.02% | 206 |
|
|
2018
Q4 | $65K | Buy |
1,239
+2
| +0.2% | +$111 | 0.03% | 198 |
|
|
2018
Q3 | $68K | Buy |
1,237
+1
| +0.1% | +$54 | 0.03% | 207 |
|
|
2018
Q2 | $64K | Buy |
1,236
+2
| +0.2% | +$97 | 0.03% | 206 |
|
|
2018
Q1 | $54K | Buy |
1,234
+2
| +0.2% | +$90 | 0.02% | 227 |
|
|
2017
Q4 | $57K | Buy |
1,232
+2
| +0.2% | +$96 | 0.02% | 225 |
|
|
2017
Q3 | $57K | Buy |
1,230
+1
| +0.1% | +$49 | 0.03% | 216 |
|
|
2017
Q2 | $59K | Buy |
1,229
+122
| +11% | +$6.07K | 0.03% | 207 |
|
|
2017
Q1 | $54K | Buy |
1,107
+2
| +0.2% | +$95 | 0.03% | 209 |
|
|
2016
Q4 | $50K | Buy |
1,105
+1
| +0.1% | +$45 | 0.03% | 215 |
|
|
2016
Q3 | $49K | Buy |
1,104
+1
| +0.1% | +$46 | 0.03% | 227 |
|
|
2016
Q2 | $49K | Buy |
1,103
+1
| +0.1% | +$42 | 0.03% | 230 |
|
|
2016
Q1 | $44K | Buy |
1,102
+1
| +0.1% | +$36 | 0.02% | 245 |
|
|
2015
Q4 | $37K | Buy |
1,101
+1
| +0.1% | +$35 | 0.02% | 246 |
|
|
2015
Q3 | $38K | Hold |
1,100
| – | – | 0.02% | 249 |
|
|
2015
Q2 | $37K | Hold |
1,100
| – | – | 0.02% | 252 |
|
|
2015
Q1 | $36K | Buy |
1,100
+200
| +22% | +$7.01K | 0.02% | 262 |
|
|
2014
Q4 | $34K | Hold |
900
| – | – | 0.02% | 253 |
|
|
2014
Q3 | $31K | Hold |
900
| – | – | 0.02% | 268 |
|
|
2014
Q2 | $30K | Hold |
900
| – | – | 0.03% | 281 |
|
|
2014
Q1 | $27K | Hold |
900
| – | – | 0.02% | 275 |
|
|
2013
Q4 | $25K | Hold |
900
| – | – | 0.02% | 289 |
|
|
2013
Q3 | $23K | Hold |
900
| – | – | 0.02% | 254 |
|
|
2013
Q2 | $23K | Buy |
+900
| New | +$23.7K | 0.03% | 245 |
|
Other funds holding UGI
SCM
