Moneta Group Investment Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,284
| Closed | -$204K | – | 465 |
|
|
2022
Q2 | $204K | Buy |
+5,284
| New | +$204K | 0.01% | 439 |
|
|
2022
Q1 | – | Sell |
-5,097
| Closed | -$234K | – | 494 |
|
|
2021
Q4 | $234K | Sell |
5,097
-300
| -6% | -$13.8K | 0.01% | 427 |
|
|
2021
Q3 | $230K | Buy |
5,397
+20
| +0.4% | +$852 | 0.01% | 409 |
|
|
2021
Q2 | $249K | Buy |
+5,377
| New | +$249K | 0.01% | 394 |
|
|
2018
Q1 | – | Sell |
-6,900
| Closed | -$324K | – | 713 |
|
|
2017
Q4 | $324K | Hold |
6,900
| – | – | 0.05% | 151 |
|
|
2017
Q3 | $323K | Buy |
+6,900
| New | +$323K | 0.05% | 154 |
|