O'Shares Investment Advisers’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.79M | Buy |
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|
2021
Q4 | $2.15M | Buy |
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|
2021
Q3 | $1.94M | Buy |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $913K | Buy |
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|
2020
Q3 | $795K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $516K | Sell |
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|
2019
Q4 | $941K | Buy |
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|
2019
Q3 | $1.03M | Buy |
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|
2019
Q2 | $478K | Sell |
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|
2019
Q1 | $503K | Sell |
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|
2018
Q4 | $540K | Buy |
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