Rehmann Capital Advisory Group’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 |
-24,553
| Closed | -$853K | – | 575 |
|
|
2023
Q1 | $853K | Sell |
24,553
-1,616
| -6% | -$56.2K | 0.08% | 211 |
|
|
2022
Q4 | $970K | Sell |
26,169
-1,727
| -6% | -$64K | 0.1% | 180 |
|
|
2022
Q3 | $902K | Sell |
27,896
-1,772
| -6% | -$57.3K | 0.1% | 179 |
|
|
2022
Q2 | $1.15M | Buy |
+29,668
| New | +$1.15M | 0.13% | 145 |
|
|
2019
Q3 | $37.6K | Buy |
748
+732
| +4,575% | +$36.8K | ﹤0.01% | 712 |
|
|
2019
Q2 | $855 | Hold |
16
| – | – | ﹤0.01% | 1942 |
|
|
2019
Q1 | $886 | Buy |
16
+5
| +45% | +$277 | ﹤0.01% | 1952 |
|
|
2018
Q4 | $586 | Hold |
11
| – | – | ﹤0.01% | 1734 |
|
|
2018
Q3 | $610 | Buy |
+11
| New | +$610 | ﹤0.01% | 2051 |
|