International Assets Investment Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26,046
| Closed | -$1.04K | – | 1876 |
|
|
2024
Q3 | $1.04K | Buy |
26,046
+25,005
| +2,402% | +$999 | ﹤0.01% | 1105 |
|
|
2024
Q2 | $23.8K | Buy |
+1,041
| New | +$23.8K | ﹤0.01% | 1430 |
|
|
2021
Q2 | – | Sell |
-486
| Closed | -$18K | – | 1810 |
|
|
2021
Q1 | $18K | Buy |
486
+207
| +74% | +$7.67K | ﹤0.01% | 1349 |
|
|
2020
Q4 | $10K | Buy |
+279
| New | +$10K | ﹤0.01% | 1440 |
|