SteelPeak Wealth’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
6,450
-876
| -12% | -$32.2K | 0.01% | 441 |
|
|
2025
Q1 | $245K | Buy |
+7,326
| New | +$245K | 0.01% | 433 |
|
|
2024
Q4 | – | Sell |
-10,088
| Closed | -$256K | – | 536 |
|
|
2024
Q3 | $256K | Buy |
10,088
+1,118
| +12% | +$28.4K | 0.01% | 397 |
|
|
2024
Q2 | $209K | Buy |
+8,970
| New | +$209K | 0.01% | 426 |
|