Laurel Wealth Advisors (California)’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,139
| Closed | -$235K | – | 804 |
|
|
2021
Q4 | $235K | Buy |
+5,139
| New | +$235K | 0.02% | 701 |
|
|
2021
Q2 | – | Sell |
-5,609
| Closed | -$230K | – | 511 |
|
|
2021
Q1 | $230K | Sell |
5,609
-673
| -11% | -$27.6K | 0.03% | 413 |
|
|
2020
Q4 | $220K | Sell |
6,282
-575
| -8% | -$20.1K | 0.03% | 405 |
|
|
2020
Q3 | $226K | Sell |
6,857
-425
| -6% | -$14K | 0.04% | 367 |
|
|
2020
Q2 | $232K | Buy |
+7,282
| New | +$232K | 0.04% | 343 |
|
|
2020
Q1 | – | Sell |
-8,423
| Closed | -$380K | – | 423 |
|
|
2019
Q4 | $380K | Sell |
8,423
-3,233
| -28% | -$146K | 0.06% | 294 |
|
|
2019
Q3 | $586K | Buy |
+11,656
| New | +$586K | 0.1% | 220 |
|