TCI Wealth Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-56
| Closed | -$1.95K | – | 2115 |
|
|
2023
Q1 | $1.95K | Sell |
56
-2
| -3% | -$76 | ﹤0.01% | 1975 |
|
|
2022
Q4 | $2.15K | Sell |
58
-617
| -91% | -$22.3K | ﹤0.01% | 1959 |
|
|
2022
Q3 | $22K | Buy |
675
+215
| +47% | +$8.48K | ﹤0.01% | 627 |
|
|
2022
Q2 | $18K | Buy |
460
+406
| +752% | +$15.7K | ﹤0.01% | 693 |
|
|
2022
Q1 | $2K | Sell |
54
-265
| -83% | -$10.6K | ﹤0.01% | 2034 |
|
|
2021
Q4 | $15K | Buy |
319
+50
| +19% | +$2.22K | ﹤0.01% | 888 |
|
|
2021
Q3 | $11K | Buy |
269
+76
| +39% | +$3.47K | ﹤0.01% | 1064 |
|
|
2021
Q2 | $9K | Buy |
193
+25
| +15% | +$1.13K | ﹤0.01% | 1066 |
|
|
2021
Q1 | $7K | Buy |
168
+120
| +250% | +$4.64K | ﹤0.01% | 1088 |
|
|
2020
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 1283 |
|
|
2020
Q3 | $2K | Sell |
48
-13
| -21% | -$431 | ﹤0.01% | 1192 |
|
|
2020
Q2 | $2K | Sell |
61
-1
| -2% | -$30 | ﹤0.01% | 1138 |
|
|
2020
Q1 | $2K | Buy |
62
+11
| +22% | +$417 | ﹤0.01% | 1106 |
|
|
2019
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 1218 |
|
|
2019
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 987 |
|
|
2019
Q2 | $3K | Hold |
51
| – | – | ﹤0.01% | 937 |
|
|
2019
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 946 |
|
|
2018
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 924 |
|
|
2018
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 960 |
|
|
2018
Q2 | $3K | Hold |
51
| – | – | ﹤0.01% | 976 |
|
|
2018
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 1023 |
|
|
2017
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 1072 |
|
|
2017
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 1003 |
|
|
2017
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 1033 |
|
|
2017
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 868 |
|
|
2016
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 1056 |
|
|
2016
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 1010 |
|
|
2016
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 969 |
|
|
2016
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 976 |
|
|
2015
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 891 |
|
|
2015
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 823 |
|
|
2015
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 829 |
|
|
2015
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 758 |
|
|
2014
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 760 |
|
|
2014
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 760 |
|
|
2014
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 781 |
|
|
2014
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 743 |
|
|
2013
Q4 | $1K | Hold |
51
| – | – | ﹤0.01% | 809 |
|
|
2013
Q3 | $1K | Hold |
51
| – | – | ﹤0.01% | 730 |
|
|
2013
Q2 | $1K | Buy |
+51
| New | +$1.34K | ﹤0.01% | 669 |
|
Other funds holding UGI
SCM
