Mirabella Financial Services’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20,406
| Closed | -$499K | – | 695 |
|
|
2024
Q1 | $499K | Buy |
+20,406
| New | +$499K | 0.04% | 303 |
|
|
2023
Q2 | – | Sell |
-15,666
| Closed | -$545K | – | 659 |
|
|
2023
Q1 | $545K | Buy |
+15,666
| New | +$545K | 0.08% | 197 |
|
|
2022
Q4 | – | Sell |
-7,725
| Closed | -$254K | – | 529 |
|
|
2022
Q3 | $254K | Buy |
+7,725
| New | +$254K | 0.03% | 243 |
|
|
2022
Q2 | – | Sell |
-30,996
| Closed | -$1.12M | – | 721 |
|
|
2022
Q1 | $1.12M | Buy |
+30,996
| New | +$1.12M | 0.12% | 145 |
|