Jaffetilchin Investment Partners’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 |
-63
| Closed | -$1.58K | – | 1246 |
|
|
2024
Q3 | $1.58K | Buy |
+63
| New | +$1.58K | ﹤0.01% | 1197 |
|
|
2018
Q4 | – | Sell |
-10,889
| Closed | -$604K | – | 353 |
|
|
2018
Q3 | $604K | Buy |
10,889
+128
| +1% | +$7.1K | 0.13% | 134 |
|
|
2018
Q2 | $560K | Buy |
+10,761
| New | +$560K | 0.12% | 149 |
|
|
2016
Q3 | – | Sell |
-8,111
| Closed | -$367K | – | 262 |
|
|
2016
Q2 | $367K | Buy |
+8,111
| New | +$367K | 0.11% | 145 |
|
|
2016
Q1 | – | Sell |
-9,653
| Closed | -$326K | – | 240 |
|
|
2015
Q4 | $326K | Buy |
+9,653
| New | +$326K | 0.11% | 141 |
|
|
2015
Q2 | – | Sell |
-8,392
| Closed | -$274K | – | 243 |
|
|
2015
Q1 | $274K | Sell |
8,392
-154
| -2% | -$5.03K | 0.08% | 171 |
|
|
2014
Q4 | $325K | Buy |
+8,546
| New | +$325K | 0.11% | 151 |
|