Transamerica Financial Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$1K | – | 692 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 594 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 612 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 582 |
|
|
2023
Q1 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 567 |
|
|
2022
Q3 | – | Sell |
-1
| Closed | -$1K | – | 678 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 618 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | -$1K | – | 246 |
|
|
2021
Q1 | $1K | Hold |
5
| – | – | 0.02% | 190 |
|
|
2020
Q4 | $1K | Hold |
5
| – | – | 0.02% | 185 |
|
|
2020
Q3 | $1K | Sell |
5
-2,069
| -100% | -$414K | 0.02% | 179 |
|
|
2020
Q2 | $66K | Buy |
+2,074
| New | +$66K | 0.01% | 195 |
|
|
2019
Q3 | – | Sell |
-1,614
| Closed | -$87K | – | 492 |
|
|
2019
Q2 | $87K | Buy |
+1,614
| New | +$87K | 0.02% | 232 |
|