RMC
Resources Management Corp’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-200
| Closed | -$7K | – | 509 |
|
|
2022
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 393 |
|
|
2022
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 416 |
|
|
2022
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 419 |
|
|
2022
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 427 |
|
|
2021
Q4 | $9K | Sell |
200
-300
| -60% | -$13.5K | ﹤0.01% | 430 |
|
|
2021
Q3 | $21K | Hold |
500
| – | – | ﹤0.01% | 362 |
|
|
2021
Q2 | $23K | Hold |
500
| – | – | ﹤0.01% | 369 |
|
|
2021
Q1 | $21K | Sell |
500
-1,000
| -67% | -$42K | ﹤0.01% | 365 |
|
|
2020
Q4 | $52K | Hold |
1,500
| – | – | 0.01% | 307 |
|
|
2020
Q3 | $49K | Hold |
1,500
| – | – | 0.01% | 291 |
|
|
2020
Q2 | $48K | Hold |
1,500
| – | – | 0.01% | 299 |
|
|
2020
Q1 | $40K | Hold |
1,500
| – | – | 0.01% | 302 |
|
|
2019
Q4 | $68K | Hold |
1,500
| – | – | 0.01% | 277 |
|
|
2019
Q3 | $75K | Buy |
+1,500
| New | +$75K | 0.01% | 269 |
|
|
2018
Q4 | $80K | Hold |
1,500
| – | – | 0.02% | 249 |
|
|
2018
Q3 | $83K | Buy |
+1,500
| New | +$83K | 0.02% | 252 |
|