Schubert & Co’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-40
| Closed | -$1.39K | – | 1431 |
|
|
2023
Q1 | $1.39K | Sell |
40
-1
| -2% | -$35 | ﹤0.01% | 1056 |
|
|
2022
Q4 | $1.52K | Buy |
41
+2
| +5% | +$74 | ﹤0.01% | 1011 |
|
|
2022
Q3 | $1K | Sell |
39
-13
| -25% | -$333 | ﹤0.01% | 1286 |
|
|
2022
Q2 | $2K | Buy |
52
+36
| +225% | +$1.39K | ﹤0.01% | 904 |
|
|
2022
Q1 | $1K | Sell |
16
-9
| -36% | -$563 | ﹤0.01% | 949 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 894 |
|