Mariner Independent Advisor Network’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $455K | Buy |
14,080
+3,936
| +39% | +$127K | 0.02% | 486 |
|
|
2022
Q2 | $398K | Sell |
10,144
-630
| -6% | -$24.7K | 0.02% | 498 |
|
|
2022
Q1 | $392K | Buy |
+10,774
| New | +$392K | 0.02% | 464 |
|
|
2019
Q2 | – | Sell |
-12,677
| Closed | -$699K | – | 387 |
|
|
2019
Q1 | $699K | Sell |
12,677
-1,703
| -12% | -$93.9K | 0.06% | 270 |
|
|
2018
Q4 | $778K | Buy |
+14,380
| New | +$778K | 0.07% | 247 |
|
|
2018
Q3 | – | Sell |
-12,246
| Closed | -$637K | – | 283 |
|
|
2018
Q2 | $637K | Buy |
+12,246
| New | +$637K | 0.11% | 116 |
|