Old Mission Capital’s UGI UGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-113,105
| Closed | -$4.1M | – | 1605 |
|
2022
Q1 | $4.1M | Buy |
+113,105
| New | +$4.1M | 0.12% | 143 |
|
2021
Q1 | – | Sell |
-27,933
| Closed | -$976K | – | 871 |
|
2020
Q4 | $976K | Buy |
+27,933
| New | +$976K | 0.06% | 244 |
|
2020
Q2 | – | Sell |
-23,296
| Closed | -$621K | – | 632 |
|
2020
Q1 | $621K | Buy |
+23,296
| New | +$621K | 0.05% | 186 |
|