LMR Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,956
| Closed | -$516K | – | 987 |
|
|
2023
Q4 | $516K | Hold |
20,956
| – | – | 0.01% | 347 |
|
|
2023
Q3 | $482K | Buy |
+20,956
| New | +$482K | 0.01% | 374 |
|
|
2016
Q2 | – | Sell |
-112,951
| Closed | -$4.55K | – | 590 |
|
|
2016
Q1 | $4.55K | Buy |
+112,951
| New | +$4.55K | 0.5% | 30 |
|