MAM
McCarthy Asset Management’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,250
| Closed | -$81K | – | 267 |
|
|
2022
Q1 | $81K | Hold |
2,250
| – | – | 0.06% | 65 |
|
|
2021
Q4 | $103K | Hold |
2,250
| – | – | 0.07% | 57 |
|
|
2021
Q3 | $96K | Hold |
2,250
| – | – | 0.07% | 59 |
|
|
2021
Q2 | $104K | Hold |
2,250
| – | – | 0.07% | 61 |
|
|
2021
Q1 | $92K | Hold |
2,250
| – | – | 0.07% | 61 |
|
|
2020
Q4 | $79K | Buy |
+2,250
| New | +$79K | 0.07% | 68 |
|