Patriot Financial Group Insurance Agency’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-17
| Closed | -$1K | – | 1852 |
|
|
2020
Q2 | $1K | Sell |
17
-15
| -47% | -$882 | ﹤0.01% | 1594 |
|
|
2020
Q1 | $1K | Buy |
32
+9
| +39% | +$281 | ﹤0.01% | 1506 |
|
|
2019
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 1263 |
|
|
2019
Q2 | – | Sell |
-26
| Closed | -$1K | – | 1474 |
|
|
2019
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1180 |
|