Key Financial Inc’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 |
-634
| Closed | -$22K | – | 1390 |
|
|
2023
Q1 | $22K | Sell |
634
-449
| -41% | -$15.6K | 0.01% | 530 |
|
|
2022
Q4 | $35K | Hold |
1,083
| – | – | 0.02% | 414 |
|
|
2022
Q3 | $35K | Hold |
1,083
| – | – | 0.02% | 418 |
|
|
2022
Q2 | $43K | Hold |
1,083
| – | – | 0.02% | 391 |
|
|
2022
Q1 | $39K | Hold |
1,083
| – | – | 0.02% | 393 |
|
|
2021
Q4 | $50K | Sell |
1,083
-3,700
| -77% | -$171K | 0.03% | 353 |
|
|
2021
Q3 | $204K | Hold |
4,783
| – | – | 0.12% | 146 |
|
|
2021
Q2 | $220K | Hold |
4,783
| – | – | 0.12% | 146 |
|
|
2021
Q1 | $196K | Hold |
4,783
| – | – | 0.13% | 141 |
|
|
2020
Q4 | $167K | Buy |
+4,783
| New | +$167K | 0.12% | 138 |
|
|
2020
Q2 | – | Sell |
-4,783
| Closed | -$129K | – | 591 |
|
|
2020
Q1 | $129K | Sell |
4,783
-1,218
| -20% | -$32.9K | 0.13% | 128 |
|
|
2019
Q4 | $271K | Buy |
+6,001
| New | +$271K | 0.25% | 85 |
|