Prime Capital Investment Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,353
| Closed | -$202K | – | 384 |
|
|
2021
Q2 | $202K | Buy |
4,353
+4,035
| +1,269% | +$187K | 0.01% | 359 |
|
|
2021
Q1 | $13K | Hold |
318
| – | – | ﹤0.01% | 410 |
|
|
2020
Q4 | $11K | Hold |
318
| – | – | ﹤0.01% | 403 |
|
|
2020
Q3 | $10K | Hold |
318
| – | – | ﹤0.01% | 406 |
|
|
2020
Q2 | $10K | Hold |
318
| – | – | ﹤0.01% | 416 |
|
|
2020
Q1 | $8K | Hold |
318
| – | – | ﹤0.01% | 413 |
|
|
2019
Q4 | $14K | Hold |
318
| – | – | ﹤0.01% | 462 |
|
|
2019
Q3 | $16K | Buy |
+318
| New | +$16K | ﹤0.01% | 454 |
|