OAM
Optimal Asset Management’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.66M | Buy |
38,846
+42
| +0.1% | +$1.79K | 0.21% | 164 |
|
|
2021
Q2 | $1.8M | Buy |
38,804
+1
| +0% | +$46 | 0.21% | 168 |
|
|
2021
Q1 | $1.59M | Buy |
38,803
+3,801
| +11% | +$156K | 0.21% | 171 |
|
|
2020
Q4 | $1.22M | Buy |
35,002
+20
| +0.1% | +$699 | 0.17% | 202 |
|
|
2020
Q3 | $1.15M | Buy |
34,982
+613
| +2% | +$20.2K | 0.17% | 199 |
|
|
2020
Q2 | $1.09M | Sell |
34,369
-36,127
| -51% | -$1.15M | 0.18% | 197 |
|
|
2020
Q1 | $1.88K | Buy |
70,496
+36,993
| +110% | +$987 | 0.18% | 197 |
|
|
2019
Q4 | $1.51M | Buy |
+33,503
| New | +$1.51M | 0.23% | 172 |
|