TD Ameritrade Investment Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-233
| Closed | -$8K | – | 718 |
|
|
2021
Q3 | $8K | Buy |
233
+9
| +4% | +$309 | ﹤0.01% | 474 |
|
|
2021
Q2 | $10K | Sell |
224
-9
| -4% | -$402 | ﹤0.01% | 466 |
|
|
2021
Q1 | $8K | Hold |
233
| – | – | ﹤0.01% | 498 |
|
|
2020
Q4 | $8K | Hold |
233
| – | – | ﹤0.01% | 498 |
|
|
2020
Q3 | $8K | Hold |
233
| – | – | ﹤0.01% | 474 |
|
|
2020
Q2 | $7K | Sell |
233
-6
| -3% | -$180 | ﹤0.01% | 476 |
|
|
2020
Q1 | $6K | Buy |
239
+40
| +20% | +$1K | ﹤0.01% | 477 |
|
|
2019
Q4 | $9K | Sell |
199
-4
| -2% | -$181 | ﹤0.01% | 481 |
|
|
2019
Q3 | $10K | Buy |
203
+9
| +5% | +$443 | ﹤0.01% | 435 |
|
|
2019
Q2 | $10K | Sell |
194
-10
| -5% | -$515 | ﹤0.01% | 400 |
|
|
2019
Q1 | $11K | Buy |
204
+9
| +5% | +$485 | ﹤0.01% | 339 |
|
|
2018
Q4 | $10K | Buy |
195
+93
| +91% | +$4.77K | ﹤0.01% | 358 |
|
|
2018
Q3 | $6K | Buy |
+102
| New | +$6K | ﹤0.01% | 384 |
|