SIA
Schechter Investment Advisors’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,970
| Closed | -$206K | – | 678 |
|
|
2023
Q3 | $206K | Sell |
8,970
-2,291
| -20% | -$52.7K | 0.02% | 542 |
|
|
2023
Q2 | $304K | Sell |
11,261
-2,456
| -18% | -$66.2K | 0.03% | 484 |
|
|
2023
Q1 | $477K | Sell |
13,717
-101
| -0.7% | -$3.51K | 0.04% | 417 |
|
|
2022
Q4 | $512K | Buy |
13,818
+639
| +5% | +$23.7K | 0.05% | 497 |
|
|
2022
Q3 | $426K | Buy |
13,179
+1,094
| +9% | +$35.4K | 0.04% | 560 |
|
|
2022
Q2 | $466K | Buy |
12,085
+265
| +2% | +$10.2K | 0.05% | 553 |
|
|
2022
Q1 | $428K | Sell |
11,820
-2,062
| -15% | -$74.7K | 0.04% | 584 |
|
|
2021
Q4 | $637K | Buy |
+13,882
| New | +$637K | 0.06% | 442 |
|