Total Clarity Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-191
| Closed | -$7K | – | 930 |
|
|
2022
Q2 | $7K | Buy |
+191
| New | +$7K | ﹤0.01% | 759 |
|
|
2022
Q1 | – | Sell |
-191
| Closed | -$9K | – | 870 |
|
|
2021
Q4 | $9K | Hold |
191
| – | – | ﹤0.01% | 723 |
|
|
2021
Q3 | $8K | Buy |
+191
| New | +$8K | ﹤0.01% | 737 |
|
|
2021
Q2 | – | Sell |
-318
| Closed | -$13K | – | 709 |
|
|
2021
Q1 | $13K | Buy |
+318
| New | +$13K | 0.01% | 518 |
|
|
2020
Q1 | – | Sell |
-191
| Closed | -$9K | – | 582 |
|
|
2019
Q4 | $9K | Buy |
+191
| New | +$9K | 0.01% | 515 |
|