Moors & Cabot’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 |
-6,787
| Closed | -$236K | – | 876 |
|
|
2023
Q1 | $236K | Hold |
6,787
| – | – | 0.02% | 697 |
|
|
2022
Q4 | $252K | Sell |
6,787
-50
| -0.7% | -$1.85K | 0.02% | 650 |
|
|
2022
Q3 | $221K | Sell |
6,837
-750
| -10% | -$24.2K | 0.02% | 666 |
|
|
2022
Q2 | $293K | Buy |
7,587
+300
| +4% | +$11.6K | 0.02% | 570 |
|
|
2022
Q1 | $264K | Hold |
7,287
| – | – | 0.02% | 676 |
|
|
2021
Q4 | $335K | Buy |
+7,287
| New | +$335K | 0.02% | 586 |
|