ICA Group Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $985 | Hold |
43
| – | – | ﹤0.01% | 729 |
|
|
2024
Q1 | $1.06K | Buy |
+43
| New | +$1.06K | ﹤0.01% | 1240 |
|
|
2023
Q3 | – | Sell |
-787
| Closed | -$21.2K | – | 1163 |
|
|
2023
Q2 | $21.2K | Buy |
787
+1
| +0.1% | +$27 | 0.01% | 675 |
|
|
2023
Q1 | $27.3K | Buy |
786
+1
| +0.1% | +$35 | 0.01% | 602 |
|
|
2022
Q4 | $29.1K | Buy |
+785
| New | +$29.1K | 0.01% | 615 |
|