River Wealth Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $271K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $184K | Sell |
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|
2018
Q3 | $337K | Sell |
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|
2018
Q2 | $324K | Hold |
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|
2018
Q1 | $277K | Sell |
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|
2017
Q4 | $307K | Buy |
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|
2017
Q3 | $277K | Sell |
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|
2017
Q2 | $303K | Buy |
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|
2017
Q1 | $280K | Buy |
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|
2016
Q4 | $259K | Hold |
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|
2016
Q3 | $254K | Buy |
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|
2016
Q2 | $232K | Hold |
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|
2016
Q1 | $206K | Buy |
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