NewSquare Capital’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401 | Hold |
11
| – | – | ﹤0.01% | 1159 |
|
|
2025
Q1 | $364 | Buy |
+11
| New | +$364 | ﹤0.01% | 1064 |
|
|
2019
Q2 | – | Sell |
-4,905
| Closed | -$272K | – | 375 |
|
|
2019
Q1 | $272K | Buy |
4,905
+265
| +6% | +$14.7K | 0.05% | 106 |
|
|
2018
Q4 | $248K | Buy |
+4,640
| New | +$248K | 0.05% | 99 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 345 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 304 |
|