RegentAtlantic Capital’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $210K | Sell |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $334K | Sell |
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|
2021
Q3 | $313K | Sell |
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|
2021
Q2 | $351K | Sell |
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|
2021
Q1 | $315K | Sell |
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|
2020
Q4 | $280K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $299K | Sell |
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|
2019
Q3 | $352K | Sell |
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|
2019
Q2 | $391K | Sell |
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|
2019
Q1 | $412K | Buy |
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|
2018
Q4 | $396K | Sell |
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|
2018
Q3 | $420K | Buy |
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|
2018
Q2 | $381K | Buy |
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|
2018
Q1 | $319K | Sell |
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|
2017
Q4 | $369K | Buy |
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|
2017
Q3 | $368K | Sell |
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|
2017
Q2 | $416K | Sell |
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|
2017
Q1 | $469K | Sell |
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|
2016
Q4 | $450K | Sell |
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|
2016
Q3 | $460K | Sell |
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|
2016
Q2 | $464K | Buy |
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|
2016
Q1 | $395K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $137K | Buy |
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