SWM
Selective Wealth Management’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-111
| Closed | -$5K | – | 617 |
|
|
2021
Q2 | $5K | Hold |
111
| – | – | ﹤0.01% | 411 |
|
|
2021
Q1 | $5K | Sell |
111
-31
| -22% | -$1.4K | ﹤0.01% | 317 |
|
|
2020
Q4 | $5K | Buy |
142
+31
| +28% | +$1.09K | ﹤0.01% | 295 |
|
|
2020
Q3 | $4K | Hold |
111
| – | – | ﹤0.01% | 258 |
|
|
2020
Q2 | $4K | Hold |
111
| – | – | ﹤0.01% | 328 |
|
|
2020
Q1 | $3K | Hold |
111
| – | – | ﹤0.01% | 256 |
|
|
2019
Q4 | $5K | Hold |
111
| – | – | 0.01% | 226 |
|
|
2019
Q3 | $6K | Buy |
+111
| New | +$6K | 0.01% | 212 |
|