Norwood Financial’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $47.6K | Sell |
1,940
-100
| -5% | -$2.45K | 0.07% | 158 |
|
|
2023
Q4 | $50.2K | Sell |
2,040
-25
| -1% | -$615 | 0.08% | 150 |
|
|
2023
Q3 | $47.5K | Hold |
2,065
| – | – | 0.08% | 149 |
|
|
2023
Q2 | $55.7K | Hold |
2,065
| – | – | 0.08% | 144 |
|
|
2023
Q1 | $71.7K | Buy |
2,065
+1,790
| +651% | +$62.2K | 0.11% | 117 |
|
|
2022
Q4 | $10.2K | Hold |
275
| – | – | 0.02% | 218 |
|
|
2022
Q3 | $9K | Buy |
+275
| New | +$9K | 0.02% | 224 |
|