Sowell Financial Services’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,659
| Closed | -$254K | – | 2590 |
|
|
2021
Q1 | $254K | Buy |
5,659
+5,055
| +837% | +$227K | 0.01% | 918 |
|
|
2020
Q4 | $21K | Sell |
604
-158
| -21% | -$5.49K | ﹤0.01% | 1730 |
|
|
2020
Q3 | $25K | Sell |
762
-189
| -20% | -$6.2K | ﹤0.01% | 1468 |
|
|
2020
Q2 | $30K | Sell |
951
-348
| -27% | -$11K | ﹤0.01% | 1337 |
|
|
2020
Q1 | $35K | Sell |
1,299
-161
| -11% | -$4.34K | ﹤0.01% | 1176 |
|
|
2019
Q4 | $66K | Sell |
1,460
-4,239
| -74% | -$192K | 0.01% | 1055 |
|
|
2019
Q3 | $286K | Buy |
+5,699
| New | +$286K | 0.02% | 552 |
|
|
2017
Q1 | – | Sell |
-33
| Closed | -$2K | – | 550 |
|
|
2016
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 596 |
|