Monument Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-57,213
| Closed | -$1.99M | – | 174 |
|
|
2023
Q1 | $1.99M | Sell |
57,213
-33
| -0.1% | -$1.15K | 0.67% | 48 |
|
|
2022
Q4 | $2.12M | Buy |
57,246
+7,782
| +16% | +$288K | 0.73% | 44 |
|
|
2022
Q3 | $1.6M | Buy |
49,464
+6,949
| +16% | +$225K | 0.6% | 53 |
|
|
2022
Q2 | $1.64M | Buy |
+42,515
| New | +$1.64M | 0.62% | 52 |
|