Trilogy Capital’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,673
| Closed | -$245K | – | 286 |
|
|
2023
Q3 | $245K | Sell |
10,673
-940
| -8% | -$21.6K | 0.02% | 235 |
|
|
2023
Q2 | $308K | Buy |
11,613
+2,791
| +32% | +$74K | 0.02% | 228 |
|
|
2023
Q1 | $307K | Buy |
8,822
+1,523
| +21% | +$52.9K | 0.02% | 211 |
|
|
2022
Q4 | $271K | Buy |
+7,299
| New | +$271K | 0.02% | 221 |
|