Simplicity Solutions’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.51M | Buy |
102,102
+17,560
| +21% | +$432K | 0.07% | 256 |
|
|
2023
Q3 | $1.94M | Buy |
84,542
+8,157
| +11% | +$188K | 0.06% | 288 |
|
|
2023
Q2 | $2.06M | Buy |
76,385
+10,106
| +15% | +$273K | 0.06% | 304 |
|
|
2023
Q1 | $2.3M | Buy |
66,279
+8,854
| +15% | +$308K | 0.06% | 282 |
|
|
2022
Q4 | $2.13M | Buy |
57,425
+2,522
| +5% | +$93.5K | 0.29% | 72 |
|
|
2022
Q3 | $1.78M | Buy |
54,903
+9,532
| +21% | +$308K | 0.26% | 82 |
|
|
2022
Q2 | $1.75M | Buy |
45,371
+9,231
| +26% | +$356K | 0.23% | 107 |
|
|
2022
Q1 | $1.31M | Sell |
36,140
-4,122
| -10% | -$149K | 0.16% | 137 |
|
|
2021
Q4 | $1.85M | Buy |
40,262
+23,435
| +139% | +$1.08M | 0.21% | 119 |
|
|
2021
Q3 | $717K | Buy |
16,827
+3,719
| +28% | +$158K | 0.11% | 201 |
|
|
2021
Q2 | $607K | Buy |
13,108
+1,757
| +15% | +$81.4K | 0.12% | 185 |
|
|
2021
Q1 | $465K | Buy |
+11,351
| New | +$465K | 0.1% | 217 |
|