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TCI Wealth Advisors’s UGI UGI Stock Holding History

TCI Wealth Advisors’s Portfolio UGI Stock Details UGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-56
Closed -$1.95K – 2115
2023
Q1 		$1.95K Sell
56
-2
-3% -$70 ﹤0.01% 1975
2022
Q4 		$2.15K Sell
58
-617
-91% -$22.9K ﹤0.01% 1959
2022
Q3 		$22K Buy
675
+215
+47% +$7.01K ﹤0.01% 627
2022
Q2 		$18K Buy
460
+406
+752% +$15.9K ﹤0.01% 692
2022
Q1 		$2K Sell
54
-265
-83% -$9.82K ﹤0.01% 2034
2021
Q4 		$15K Buy
319
+50
+19% +$2.35K ﹤0.01% 888
2021
Q3 		$11K Buy
269
+76
+39% +$3.11K ﹤0.01% 1049
2021
Q2 		$9K Buy
193
+25
+15% +$1.17K ﹤0.01% 1048
2021
Q1 		$7K Buy
168
+120
+250% +$5K ﹤0.01% 1070
2020
Q4 		$2K Hold
48
– – ﹤0.01% 1259
2020
Q3 		$2K Sell
48
-13
-21% -$542 ﹤0.01% 1175
2020
Q2 		$2K Sell
61
-1
-2% -$33 ﹤0.01% 1126
2020
Q1 		$2K Buy
62
+11
+22% +$355 ﹤0.01% 1096
2019
Q4 		$2K Hold
51
– – ﹤0.01% 1214
2019
Q3 		$3K Hold
51
– – ﹤0.01% 983
2019
Q2 		$3K Hold
51
– – ﹤0.01% 933
2019
Q1 		$3K Hold
51
– – ﹤0.01% 940
2018
Q4 		$3K Hold
51
– – ﹤0.01% 916
2018
Q3 		$3K Hold
51
– – ﹤0.01% 949
2018
Q2 		$3K Hold
51
– – ﹤0.01% 976
2018
Q1 		$2K Hold
51
– – ﹤0.01% 1020
2017
Q4 		$2K Hold
51
– – ﹤0.01% 1072
2017
Q3 		$2K Hold
51
– – ﹤0.01% 1002
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% 757
2014
Q4 		$2K Hold
51
– – ﹤0.01% 760
2014
Q3 		$2K Buy
51
+17
+50% +$667 ﹤0.01% 760
2014
Q2 		$2K Hold
34
– – ﹤0.01% 781
2014
Q1 		$2K Hold
34
– – ﹤0.01% 743
2013
Q4 		$1K Hold
34
– – ﹤0.01% 807
2013
Q3 		$1K Hold
34
– – ﹤0.01% 728
2013
Q2 		$1K Buy
+34
New +$1K ﹤0.01% 667