Integrated Advisors Network’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25,948
| Closed | -$902K | – | 710 |
|
|
2023
Q1 | $902K | Buy |
+25,948
| New | +$902K | 0.05% | 304 |
|
|
2022
Q4 | – | Sell |
-21,815
| Closed | -$705K | – | 683 |
|
|
2022
Q3 | $705K | Sell |
21,815
-7
| -0% | -$226 | 0.05% | 333 |
|
|
2022
Q2 | $843K | Buy |
21,822
+897
| +4% | +$34.7K | 0.05% | 311 |
|
|
2022
Q1 | $758K | Buy |
20,925
+805
| +4% | +$29.2K | 0.04% | 357 |
|
|
2021
Q4 | $924K | Buy |
+20,120
| New | +$924K | 0.05% | 303 |
|