Navellier & Associates’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 |
-13,147
| Closed | -$457K | – | 304 |
|
|
2023
Q1 | $457K | Buy |
13,147
+389
| +3% | +$13.5K | 0.1% | 188 |
|
|
2022
Q4 | $473K | Buy |
12,758
+1,328
| +12% | +$49.2K | 0.1% | 170 |
|
|
2022
Q3 | $370K | Sell |
11,430
-217
| -2% | -$7.02K | 0.08% | 193 |
|
|
2022
Q2 | $450K | Buy |
+11,647
| New | +$450K | 0.1% | 190 |
|
|
2017
Q3 | – | Sell |
-16,908
| Closed | -$819K | – | 306 |
|
|
2017
Q2 | $819K | Buy |
16,908
+203
| +1% | +$9.83K | 0.12% | 147 |
|
|
2017
Q1 | $825K | Buy |
16,705
+863
| +5% | +$42.6K | 0.12% | 150 |
|
|
2016
Q4 | $730K | Sell |
15,842
-484
| -3% | -$22.3K | 0.12% | 150 |
|
|
2016
Q3 | $739K | Buy |
16,326
+1,305
| +9% | +$59.1K | 0.11% | 144 |
|
|
2016
Q2 | $680K | Buy |
+15,021
| New | +$680K | 0.1% | 118 |
|
|
2015
Q2 | – | Sell |
-177,666
| Closed | -$5.79M | – | 392 |
|
|
2015
Q1 | $5.79M | Sell |
177,666
-717,330
| -80% | -$23.4M | 0.53% | 32 |
|
|
2014
Q4 | $34M | Buy |
+894,996
| New | +$34M | 1.7% | 29 |
|