RBA 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
Q2 | – | Sell |
-59,008
| Closed | -$2.05M | – | 95 |
|
|
2023
Q1 | $2.05M | Buy |
59,008
+5,740
| +11% | +$200K | 1.02% | 41 |
|
|
2022
Q4 | $1.97M | Buy |
53,268
+3,648
| +7% | +$135K | 1.04% | 41 |
|
|
2022
Q3 | $1.6M | Buy |
49,620
+3,674
| +8% | +$119K | 0.92% | 42 |
|
|
2022
Q2 | $1.77M | Buy |
+45,946
| New | +$1.77M | 0.98% | 42 |
|
|
2019
Q4 | – | Sell |
-5,557
| Closed | -$279K | – | 103 |
|
|
2019
Q3 | $279K | Buy |
+5,557
| New | +$279K | 0.21% | 77 |
|