Kings Point Capital Management’s UGI UGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$16K Hold
2021
Q4
$20K Hold
2021
Q3
$18K Hold
2021
Q2
$20K Hold
2021
Q1
$18K Hold
2020
Q4
$15K Hold
2020
Q3
$14K Hold
2020
Q2
$14K Hold
2020
Q1
$12K Hold
2019
Q4
$20K Hold
2019
Q3
$22K Buy