Stonebridge Capital Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-690
| Closed | -$24K | – | 1016 |
|
|
2023
Q1 | $24K | Hold |
690
| – | – | ﹤0.01% | 478 |
|
|
2022
Q4 | $25.6K | Buy |
690
+430
| +165% | +$15.9K | ﹤0.01% | 452 |
|
|
2022
Q3 | $8K | Buy |
+260
| New | +$8K | ﹤0.01% | 623 |
|
|
2022
Q1 | – | Sell |
-58
| Closed | -$3K | – | 1112 |
|
|
2021
Q4 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 828 |
|