Ranch Capital Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-169
| Closed | -$7K | – | 552 |
|
|
2021
Q3 | $7K | Hold |
169
| – | – | ﹤0.01% | 516 |
|
|
2021
Q2 | $7K | Hold |
169
| – | – | ﹤0.01% | 708 |
|
|
2021
Q1 | $6K | Hold |
169
| – | – | ﹤0.01% | 719 |
|
|
2020
Q4 | $5K | Hold |
169
| – | – | ﹤0.01% | 730 |
|
|
2020
Q3 | $5K | Sell |
169
-31
| -16% | -$917 | ﹤0.01% | 720 |
|
|
2020
Q2 | $7K | Buy |
200
+31
| +18% | +$1.09K | 0.01% | 706 |
|
|
2020
Q1 | $4K | Sell |
169
-102
| -38% | -$2.41K | ﹤0.01% | 738 |
|
|
2019
Q4 | $12K | Buy |
+271
| New | +$12K | 0.01% | 626 |
|