PFG Private Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,178
| Closed | -$58.7K | – | 324 |
|
|
2023
Q2 | $58.7K | Hold |
2,178
| – | – | 0.03% | 142 |
|
|
2023
Q1 | $75.7K | Hold |
2,178
| – | – | 0.05% | 133 |
|
|
2022
Q4 | $81K | Hold |
2,178
| – | – | 0.05% | 108 |
|
|
2022
Q3 | $70K | Hold |
2,178
| – | – | 0.05% | 125 |
|
|
2022
Q2 | $84K | Hold |
2,178
| – | – | 0.05% | 123 |
|
|
2022
Q1 | $79K | Buy |
+2,178
| New | +$79K | 0.04% | 142 |
|