TrueWealth LLC’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $24K | Hold |
750
| – | – | 0.01% | 364 |
|
|
2020
Q1 | $20K | Hold |
750
| – | – | 0.01% | 359 |
|
|
2019
Q4 | $34K | Hold |
750
| – | – | 0.01% | 313 |
|
|
2019
Q3 | $38K | Hold |
750
| – | – | 0.02% | 294 |
|
|
2019
Q2 | $40K | Hold |
750
| – | – | 0.02% | 289 |
|
|
2019
Q1 | $42K | Hold |
750
| – | – | 0.02% | 280 |
|
|
2018
Q4 | $40K | Hold |
750
| – | – | 0.02% | 280 |
|
|
2018
Q3 | $42K | Hold |
750
| – | – | 0.02% | 290 |
|
|
2018
Q2 | $39K | Hold |
750
| – | – | 0.02% | 293 |
|
|
2018
Q1 | $33K | Sell |
750
-9
| -1% | -$396 | 0.02% | 302 |
|
|
2017
Q4 | $36K | Buy |
+759
| New | +$36K | 0.02% | 323 |
|