Sweet Financial Partners’s United States Natural Gas Fund UNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $345K | Buy |
21,125
+3,325
| +19% | +$54.3K | 0.07% | 153 |
|
|
2024
Q2 | $310K | Sell |
17,800
-6,150
| -26% | -$107K | 0.07% | 157 |
|
|
2024
Q1 | $349K | Buy |
23,950
+12,325
| +106% | +$180K | 0.08% | 151 |
|
|
2023
Q4 | $236K | Buy |
11,625
+6,625
| +133% | +$134K | 0.06% | 171 |
|
|
2023
Q3 | $137K | Sell |
5,000
-2,500
| -33% | -$68.3K | 0.04% | 171 |
|
|
2023
Q2 | $223K | Buy |
+7,500
| New | +$223K | 0.06% | 161 |
|