Next Financial Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $116K | Buy |
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|
2021
Q3 | $102K | Buy |
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|
2021
Q2 | $82K | Sell |
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|
2021
Q1 | $74K | Sell |
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|
2020
Q4 | $339K | Buy |
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|
2020
Q3 | $20K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $30K | Sell |
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|
2019
Q4 | $93K | Sell |
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|
2019
Q3 | $1.46M | Sell |
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|
2019
Q2 | $1.92M | Buy |
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|
2019
Q1 | $83K | Sell |
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|
2018
Q4 | $113K | Buy |
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|
2018
Q3 | $83K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $71K | Sell |
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|
2017
Q2 | $74K | Buy |
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|
2017
Q1 | $75K | Hold |
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|
2016
Q4 | $69K | Hold |
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|
2016
Q3 | $68K | Hold |
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|
2016
Q2 | $67K | Hold |
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|
2016
Q1 | $60K | Hold |
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|
2015
Q4 | $50K | Hold |
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|
2015
Q3 | $52K | Hold |
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|
2015
Q2 | $51K | Hold |
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|
2015
Q1 | $48K | Sell |
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|
2014
Q4 | $100K | Hold |
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|
2014
Q3 | $89K | Buy |
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