NBC Securities’s UGI Corporation UGIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-195
Closed -$11K 2238
2024
Q1
$11K Sell
195
-85
-30% -$4.88K ﹤0.01% 1713
2023
Q4
$16K Sell
280
-90
-24% -$4.85K ﹤0.01% 1567
2023
Q3
$21K Buy
+370
New +$22.7K ﹤0.01% 1439

NBC Securities's UGIC Position: Q2 2024 in Review

NBC Securities sold out of UGI Corporation (UGIC) in Q2 2024, closing a stake of 195 shares — an estimated $11K sold.

NBC Securities first reported a position in UGIC in Q3 2023 and held it in 3 quarters. The position peaked at $21K in Q3 2023. 0 funds tracked by Wall St. Rank hold UGIC as of Q2 2024.

  • NBC Securities reported no remaining UGI Corporation position as of Q2 2024 after selling out during the quarter.
  • NBC Securities sold 195 UGI Corporation shares in Q2 2024, an estimated $11K.
  • NBC Securities first reported a position in UGI Corporation in Q3 2023 and held it in 3 quarters.
  • NBC Securities's UGI Corporation position peaked at $21K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held UGI Corporation as of Q2 2024.

Based on NBC Securities's 13F filing for Q2 2024, filed 10 Jul 2024.