QPWM
Quadrant Private Wealth Management’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,994
| Closed | -$229K | – | 222 |
|
|
2021
Q4 | $229K | Hold |
4,994
| – | – | 0.09% | 176 |
|
|
2021
Q3 | $213K | Hold |
4,994
| – | – | 0.09% | 180 |
|
|
2021
Q2 | $231K | Hold |
4,994
| – | – | 0.09% | 172 |
|
|
2021
Q1 | $205K | Buy |
+4,994
| New | +$205K | 0.09% | 179 |
|