M&R Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $14.1K | Buy |
562
+66
| +13% | +$1.65K | ﹤0.01% | 354 |
|
|
2024
Q2 | $11.4K | Buy |
496
+7
| +1% | +$160 | ﹤0.01% | 354 |
|
|
2024
Q1 | $12K | Buy |
489
+20
| +4% | +$491 | ﹤0.01% | 349 |
|
|
2023
Q4 | $11.5K | Buy |
469
+91
| +24% | +$2.24K | ﹤0.01% | 382 |
|
|
2023
Q3 | $8.7K | Buy |
378
+230
| +155% | +$5.29K | ﹤0.01% | 395 |
|
|
2023
Q2 | $4K | Buy |
148
+14
| +10% | +$379 | ﹤0.01% | 483 |
|
|
2023
Q1 | $4.67K | Buy |
134
+95
| +244% | +$3.31K | ﹤0.01% | 452 |
|
|
2022
Q4 | $1.48K | Buy |
+39
| New | +$1.48K | ﹤0.01% | 538 |
|