TL Private Wealth’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,935
| Closed | -$345K | – | 43 |
|
|
2023
Q1 | $345K | Hold |
9,935
| – | – | 0.2% | 30 |
|
|
2022
Q4 | $397K | Hold |
9,935
| – | – | 0.23% | 27 |
|
|
2022
Q3 | $324K | Hold |
9,935
| – | – | 0.2% | 28 |
|
|
2022
Q2 | $395K | Hold |
9,935
| – | – | 0.23% | 25 |
|
|
2022
Q1 | $355K | Hold |
9,935
| – | – | 0.19% | 31 |
|
|
2021
Q4 | $441K | Hold |
9,935
| – | – | 0.25% | 25 |
|
|
2021
Q3 | $444K | Hold |
9,935
| – | – | 0.24% | 26 |
|
|
2021
Q2 | $460K | Hold |
9,935
| – | – | 0.27% | 28 |
|
|
2021
Q1 | $424K | Hold |
9,935
| – | – | 0.26% | 30 |
|
|
2020
Q4 | $369K | Hold |
9,935
| – | – | 0.23% | 31 |
|
|
2020
Q3 | $347K | Hold |
9,935
| – | – | 0.24% | 29 |
|
|
2020
Q2 | $323K | Hold |
9,935
| – | – | 0.26% | 29 |
|
|
2020
Q1 | $293K | Hold |
9,935
| – | – | 0.27% | 26 |
|
|
2019
Q4 | $413K | Buy |
+9,935
| New | +$413K | 0.36% | 24 |
|