SeaCrest Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,669
| Closed | -$64K | – | 1460 |
|
|
2022
Q2 | $64K | Buy |
+1,669
| New | +$64K | 0.01% | 1025 |
|
|
2019
Q2 | – | Sell |
-450
| Closed | -$25K | – | 1757 |
|
|
2019
Q1 | $25K | Hold |
450
| – | – | ﹤0.01% | 1199 |
|
|
2018
Q4 | $24K | Hold |
450
| – | – | ﹤0.01% | 1183 |
|
|
2018
Q3 | $25K | Hold |
450
| – | – | ﹤0.01% | 1299 |
|
|
2018
Q2 | $23K | Hold |
450
| – | – | ﹤0.01% | 1308 |
|
|
2018
Q1 | $20K | Hold |
450
| – | – | ﹤0.01% | 1334 |
|
|
2017
Q4 | $21K | Buy |
+450
| New | +$21K | ﹤0.01% | 1330 |
|