Kings Point Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $16K | Hold |
433
| – | – | ﹤0.01% | 521 |
|
|
2021
Q4 | $20K | Hold |
433
| – | – | ﹤0.01% | 531 |
|
|
2021
Q3 | $18K | Hold |
433
| – | – | ﹤0.01% | 501 |
|
|
2021
Q2 | $20K | Hold |
433
| – | – | ﹤0.01% | 455 |
|
|
2021
Q1 | $18K | Hold |
433
| – | – | ﹤0.01% | 452 |
|
|
2020
Q4 | $15K | Hold |
433
| – | – | ﹤0.01% | 454 |
|
|
2020
Q3 | $14K | Hold |
433
| – | – | ﹤0.01% | 448 |
|
|
2020
Q2 | $14K | Hold |
433
| – | – | ﹤0.01% | 407 |
|
|
2020
Q1 | $12K | Hold |
433
| – | – | ﹤0.01% | 417 |
|
|
2019
Q4 | $20K | Hold |
433
| – | – | ﹤0.01% | 411 |
|
|
2019
Q3 | $22K | Buy |
+433
| New | +$22K | ﹤0.01% | 379 |
|