Tarbox Family Office’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-63
| Closed | -$2K | – | 925 |
|
|
2022
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 870 |
|
|
2021
Q4 | $3K | Hold |
63
| – | – | ﹤0.01% | 820 |
|
|
2021
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 855 |
|
|
2021
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 861 |
|
|
2021
Q1 | $3K | Hold |
63
| – | – | ﹤0.01% | 807 |
|
|
2020
Q4 | $2K | Hold |
63
| – | – | ﹤0.01% | 907 |
|
|
2020
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 854 |
|
|
2020
Q2 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 845 |
|
|
2020
Q1 | – | Sell |
-31
| Closed | -$1K | – | 1329 |
|
|
2019
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 1070 |
|
|
2019
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 797 |
|
|
2019
Q2 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 807 |
|