Pinion Investment Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,898
| Closed | -$274K | – | 170 |
|
|
2023
Q3 | $274K | Buy |
11,898
+1,052
| +10% | +$24.2K | 0.18% | 130 |
|
|
2023
Q2 | $293K | Buy |
10,846
+116
| +1% | +$3.13K | 0.2% | 130 |
|
|
2023
Q1 | $373K | Buy |
10,730
+2,598
| +32% | +$90.3K | 0.35% | 75 |
|
|
2022
Q4 | $301K | Buy |
+8,132
| New | +$301K | 0.28% | 94 |
|