KI
Kapitalo Investimentos’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,189
| Closed | -$457K | – | 310 |
|
|
2024
Q4 | $457K | Buy |
+16,189
| New | +$457K | 0.31% | 22 |
|
|
2024
Q3 | – | Sell |
-9,150
| Closed | -$210K | – | 225 |
|
|
2024
Q2 | $210K | Sell |
9,150
-347
| -4% | -$7.95K | 0.06% | 145 |
|
|
2024
Q1 | $233K | Buy |
+9,497
| New | +$233K | 0.05% | 226 |
|
|
2023
Q3 | – | Sell |
-12,823
| Closed | -$346K | – | 688 |
|
|
2023
Q2 | $346K | Buy |
+12,823
| New | +$346K | 0.06% | 161 |
|