Magnus Financial Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,889
| Closed | -$206K | – | 351 |
|
|
2020
Q4 | $206K | Buy |
+5,889
| New | +$206K | 0.02% | 308 |
|
|
2020
Q3 | – | Sell |
-11,682
| Closed | -$371K | – | 617 |
|
|
2020
Q2 | $371K | Buy |
+11,682
| New | +$371K | 0.04% | 254 |
|
|
2019
Q4 | – | Sell |
-5,834
| Closed | -$293K | – | 624 |
|
|
2019
Q3 | $293K | Sell |
5,834
-809
| -12% | -$40.6K | 0.06% | 263 |
|
|
2019
Q2 | $355K | Hold |
6,643
| – | – | 0.07% | 187 |
|
|
2019
Q1 | $368K | Hold |
6,643
| – | – | 0.07% | 166 |
|
|
2018
Q4 | $354K | Buy |
+6,643
| New | +$354K | 0.09% | 138 |
|