Sutton Wealth Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.93K | Buy |
+84
| New | +$1.93K | ﹤0.01% | 729 |
|
|
2023
Q1 | – | Sell |
-11
| Closed | -$408 | – | 1528 |
|
|
2022
Q4 | $408 | Hold |
11
| – | – | ﹤0.01% | 1525 |
|
|
2022
Q3 | $356 | Hold |
11
| – | – | ﹤0.01% | 1510 |
|
|
2022
Q2 | $425 | Buy |
11
+6
| +120% | +$232 | ﹤0.01% | 1492 |
|
|
2022
Q1 | $181 | Sell |
5
-16
| -76% | -$579 | ﹤0.01% | 1580 |
|
|
2021
Q4 | $964 | Buy |
+21
| New | +$964 | ﹤0.01% | 1336 |
|