Sterling Investment Advisors (Pennsylvania)’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-720
| Closed | -$28K | – | 491 |
|
|
2022
Q2 | $28K | Hold |
720
| – | – | 0.01% | 293 |
|
|
2022
Q1 | $26K | Hold |
720
| – | – | 0.01% | 335 |
|
|
2021
Q4 | $33K | Hold |
720
| – | – | 0.01% | 307 |
|
|
2021
Q3 | $31K | Hold |
720
| – | – | 0.01% | 308 |
|
|
2021
Q2 | $33K | Hold |
720
| – | – | 0.01% | 301 |
|
|
2021
Q1 | $30K | Hold |
720
| – | – | 0.01% | 286 |
|
|
2020
Q4 | $25K | Hold |
720
| – | – | 0.01% | 292 |
|
|
2020
Q3 | $24K | Hold |
720
| – | – | 0.01% | 271 |
|
|
2020
Q2 | $22K | Hold |
720
| – | – | 0.01% | 284 |
|
|
2020
Q1 | $19K | Hold |
720
| – | – | 0.01% | 268 |
|
|
2019
Q4 | $32K | Hold |
720
| – | – | 0.01% | 251 |
|
|
2019
Q3 | $36K | Hold |
720
| – | – | 0.02% | 242 |
|
|
2019
Q2 | $38K | Hold |
720
| – | – | 0.02% | 235 |
|
|
2019
Q1 | $40K | Hold |
720
| – | – | 0.02% | 233 |
|
|
2018
Q4 | $38K | Hold |
720
| – | – | 0.02% | 224 |
|
|
2018
Q3 | $40K | Buy |
+720
| New | +$40K | 0.02% | 245 |
|