LWAM
Legacy Wealth Asset Management’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,956
| Closed | -$343K | – | 353 |
|
|
2023
Q4 | $343K | Buy |
13,956
+356
| +3% | +$8.76K | 0.11% | 276 |
|
|
2023
Q3 | $313K | Buy |
13,600
+1,929
| +17% | +$44.4K | 0.11% | 271 |
|
|
2023
Q2 | $315K | Buy |
11,671
+262
| +2% | +$7.07K | 0.11% | 282 |
|
|
2023
Q1 | $397K | Buy |
11,409
+3,952
| +53% | +$137K | 0.14% | 259 |
|
|
2022
Q4 | $276K | Sell |
7,457
-164
| -2% | -$6.08K | 0.11% | 292 |
|
|
2022
Q3 | $246K | Sell |
7,621
-395
| -5% | -$12.8K | 0.11% | 287 |
|
|
2022
Q2 | $309K | Sell |
8,016
-33
| -0.4% | -$1.27K | 0.13% | 229 |
|
|
2022
Q1 | $292K | Buy |
8,049
+161
| +2% | +$5.84K | 0.1% | 255 |
|
|
2021
Q4 | $362K | Buy |
7,888
+203
| +3% | +$9.32K | 0.12% | 239 |
|
|
2021
Q3 | $328K | Sell |
7,685
-3,799
| -33% | -$162K | 0.15% | 227 |
|
|
2021
Q2 | $532K | Sell |
11,484
-962
| -8% | -$44.6K | 0.24% | 162 |
|
|
2021
Q1 | $510K | Buy |
12,446
+46
| +0.4% | +$1.89K | 0.24% | 168 |
|
|
2020
Q4 | $434K | Buy |
+12,400
| New | +$434K | 0.22% | 176 |
|