Tyler-Stone Wealth Management’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 |
-63
| Closed | -$1K | – | 928 |
|
|
2023
Q3 | $1K | Hold |
63
| – | – | ﹤0.01% | 856 |
|
|
2023
Q2 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 796 |
|
|
2022
Q4 | $2K | Hold |
63
| – | – | ﹤0.01% | 753 |
|
|
2022
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 757 |
|
|
2022
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 768 |
|
|
2022
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 743 |
|
|
2021
Q4 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 758 |
|