Laffer Tengler Investments’s UGI Corporation UGIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30,590
| Closed | -$1.77M | – | 452 |
|
|
2024
Q1 | $1.77M | Buy |
30,590
+934
| +3% | +$54.1K | 0.46% | 75 |
|
|
2023
Q4 | $1.74M | Sell |
29,656
-5,320
| -15% | -$312K | 0.46% | 75 |
|
|
2023
Q3 | $1.99M | Sell |
34,976
-1,205
| -3% | -$68.5K | 0.58% | 65 |
|
|
2023
Q2 | $2.4M | Buy |
36,181
+13,661
| +61% | +$905K | 0.64% | 61 |
|
|
2023
Q1 | $1.82M | Sell |
22,520
-220
| -1% | -$17.8K | 0.49% | 70 |
|
|
2022
Q4 | $1.96M | Sell |
22,740
-614
| -3% | -$52.8K | 0.56% | 65 |
|
|
2022
Q3 | $1.86M | Sell |
23,354
-820
| -3% | -$65.3K | 0.68% | 59 |
|
|
2022
Q2 | $2.21M | Buy |
24,174
+4
| +0% | +$366 | 0.78% | 56 |
|
|
2022
Q1 | $2.15M | Buy |
+24,170
| New | +$2.15M | 0.65% | 61 |
|