RKL Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,675
| Closed | -$263K | – | 132 |
|
|
2021
Q2 | $263K | Buy |
+5,675
| New | +$263K | 0.03% | 116 |
|
|
2017
Q3 | – | Sell |
-4,332
| Closed | -$210K | – | 150 |
|
|
2017
Q2 | $210K | Sell |
4,332
-316
| -7% | -$15.3K | 0.07% | 136 |
|
|
2017
Q1 | $229K | Buy |
+4,648
| New | +$229K | 0.09% | 107 |
|
|
2016
Q4 | – | Sell |
-5,071
| Closed | -$229K | – | 100 |
|
|
2016
Q3 | $229K | Buy |
+5,071
| New | +$229K | 0.12% | 71 |
|