Simplicity Solutions’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.51M | Buy |
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|
2023
Q3 | $1.94M | Buy |
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|
2023
Q2 | $2.06M | Buy |
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|
2023
Q1 | $2.3M | Buy |
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|
2022
Q4 | $2.13M | Buy |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $1.75M | Buy |
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|
2022
Q1 | $1.31M | Sell |
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|
2021
Q4 | $1.85M | Buy |
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|
2021
Q3 | $717K | Buy |
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|
2021
Q2 | $607K | Buy |
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|
2021
Q1 | $465K | Buy |
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