Sandy Spring Bank’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-109
| Closed | -$2.5K | – | 1313 |
|
|
2024
Q2 | $2.5K | Buy |
109
+73
| +203% | +$1.67K | ﹤0.01% | 1072 |
|
|
2024
Q1 | $884 | Buy |
+36
| New | +$884 | ﹤0.01% | 1120 |
|
|
2020
Q4 | – | Sell |
-34
| Closed | -$1K | – | 1047 |
|
|
2020
Q3 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 898 |
|