Tilia Fiduciary Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-509
| Closed | -$13.7K | – | 468 |
|
|
2023
Q2 | $13.7K | Hold |
509
| – | – | 0.01% | 345 |
|
|
2023
Q1 | $17.7K | Hold |
509
| – | – | 0.02% | 312 |
|
|
2022
Q4 | $18.9K | Hold |
509
| – | – | 0.02% | 297 |
|
|
2022
Q3 | $17K | Hold |
509
| – | – | 0.02% | 307 |
|
|
2022
Q2 | $20K | Hold |
509
| – | – | 0.02% | 299 |
|
|
2022
Q1 | $18K | Hold |
509
| – | – | 0.02% | 338 |
|
|
2021
Q4 | $23K | Buy |
+509
| New | +$23K | 0.02% | 310 |
|