Lido Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-40,203
| Closed | -$936K | – | 1334 |
|
|
2024
Q2 | $936K | Buy |
40,203
+12,193
| +44% | +$284K | 0.01% | 630 |
|
|
2024
Q1 | $698K | Buy |
+28,010
| New | +$698K | ﹤0.01% | 709 |
|
|
2023
Q3 | – | Sell |
-42,218
| Closed | -$1.14M | – | 1123 |
|
|
2023
Q2 | $1.14M | Buy |
42,218
+5,405
| +15% | +$146K | 0.01% | 446 |
|
|
2023
Q1 | $1.28M | Buy |
+36,813
| New | +$1.28M | 0.01% | 390 |
|
|
2022
Q3 | – | Sell |
-22,551
| Closed | -$870K | – | 920 |
|
|
2022
Q2 | $870K | Buy |
22,551
+6,842
| +44% | +$264K | 0.01% | 338 |
|
|
2022
Q1 | $568K | Buy |
+15,709
| New | +$568K | 0.01% | 503 |
|