Lindenwold Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,937
| Closed | -$311K | – | 119 |
|
|
2023
Q1 | $311K | Sell |
8,937
-180
| -2% | -$6.26K | 0.19% | 92 |
|
|
2022
Q4 | $338K | Buy |
9,117
+347
| +4% | +$12.9K | 0.23% | 89 |
|
|
2022
Q3 | $284K | Buy |
8,770
+131
| +2% | +$4.24K | 0.21% | 89 |
|
|
2022
Q2 | $334K | Buy |
8,639
+85
| +1% | +$3.29K | 0.24% | 83 |
|
|
2022
Q1 | $310K | Buy |
8,554
+513
| +6% | +$18.6K | 0.19% | 94 |
|
|
2021
Q4 | $369K | Buy |
+8,041
| New | +$369K | 0.22% | 90 |
|