Machina Capital’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 |
-992
| Closed | -$34.5K | – | 521 |
|
|
2023
Q1 | $34.5K | Buy |
+992
| New | +$34.5K | 0.03% | 350 |
|
|
2019
Q3 | – | Sell |
-1,131
| Closed | -$60K | – | 503 |
|
|
2019
Q2 | $60K | Sell |
1,131
-781
| -41% | -$41.4K | 0.02% | 397 |
|
|
2019
Q1 | $106K | Buy |
+1,912
| New | +$106K | 0.04% | 291 |
|