JWM
Janiczek Wealth Management’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-98
| Closed | -$3.39K | – | 1020 |
|
|
2023
Q1 | $3.39K | Hold |
98
| – | – | ﹤0.01% | 714 |
|
|
2022
Q4 | $4.06K | Hold |
98
| – | – | ﹤0.01% | 685 |
|
|
2022
Q3 | $3K | Buy |
98
+32
| +48% | +$980 | ﹤0.01% | 734 |
|
|
2022
Q2 | $3K | Buy |
66
+4
| +6% | +$182 | ﹤0.01% | 747 |
|
|
2022
Q1 | $2K | Buy |
62
+36
| +138% | +$1.16K | ﹤0.01% | 794 |
|
|
2021
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 964 |
|
|
2021
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 935 |
|
|
2021
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 873 |
|
|
2021
Q1 | $1K | Sell |
26
-1,275
| -98% | -$49K | ﹤0.01% | 836 |
|
|
2020
Q4 | $45K | Buy |
+1,301
| New | +$45K | 0.02% | 220 |
|