TrustCore Financial Services’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 870 |
|
|
2022
Q3 | – | Sell |
-43
| Closed | -$2K | – | 1161 |
|
|
2022
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 944 |
|
|
2022
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 954 |
|
|
2021
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 880 |
|
|
2021
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 946 |
|
|
2021
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 971 |
|
|
2021
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 860 |
|
|
2020
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 843 |
|
|
2020
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 805 |
|
|
2020
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 842 |
|
|
2020
Q1 | $1K | Sell |
43
-129
| -75% | -$3K | ﹤0.01% | 841 |
|
|
2019
Q4 | $8K | Sell |
172
-31
| -15% | -$1.44K | ﹤0.01% | 668 |
|
|
2019
Q3 | $10K | Buy |
+203
| New | +$10K | ﹤0.01% | 639 |
|