River Wealth Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,038
| Closed | -$271K | – | 211 |
|
|
2023
Q2 | $271K | Buy |
+10,038
| New | +$271K | 0.05% | 186 |
|
|
2019
Q1 | – | Sell |
-3,441
| Closed | -$184K | – | 468 |
|
|
2018
Q4 | $184K | Sell |
3,441
-2,633
| -43% | -$141K | 0.08% | 155 |
|
|
2018
Q3 | $337K | Sell |
6,074
-158
| -3% | -$8.77K | 0.12% | 137 |
|
|
2018
Q2 | $324K | Hold |
6,232
| – | – | 0.13% | 136 |
|
|
2018
Q1 | $277K | Sell |
6,232
-307
| -5% | -$13.6K | 0.12% | 144 |
|
|
2017
Q4 | $307K | Buy |
6,539
+618
| +10% | +$29K | 0.13% | 134 |
|
|
2017
Q3 | $277K | Sell |
5,921
-347
| -6% | -$16.2K | 0.13% | 137 |
|
|
2017
Q2 | $303K | Buy |
6,268
+597
| +11% | +$28.9K | 0.14% | 136 |
|
|
2017
Q1 | $280K | Buy |
5,671
+47
| +0.8% | +$2.32K | 0.14% | 136 |
|
|
2016
Q4 | $259K | Hold |
5,624
| – | – | 0.13% | 140 |
|
|
2016
Q3 | $254K | Buy |
5,624
+503
| +10% | +$22.7K | 0.14% | 135 |
|
|
2016
Q2 | $232K | Hold |
5,121
| – | – | 0.13% | 140 |
|
|
2016
Q1 | $206K | Buy |
+5,121
| New | +$206K | 0.12% | 143 |
|