Swaine & Leidel Wealth Services’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $4.28K | Buy |
+4,278
| New | +$4.28K | 3.29% | 3 |
|
|
2021
Q3 | $4.66M | Buy |
+109,253
| New | +$4.66M | 4.11% | 2 |
|
|
2021
Q1 | $4.28M | Buy |
104,327
+5,555
| +6% | +$228K | 2.76% | 4 |
|
|
2020
Q4 | $3.45M | Buy |
98,772
+1,556
| +2% | +$54.4K | 2.5% | 16 |
|
|
2020
Q3 | $3.21M | Buy |
97,216
+1,529
| +2% | +$50.4K | 3.13% | 11 |
|
|
2020
Q2 | $3.04M | Buy |
+95,687
| New | +$3.04M | 3.1% | 14 |
|