V Wealth Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,192
| Closed | -$459K | – | 402 |
|
|
2022
Q3 | $459K | Buy |
14,192
+1,668
| +13% | +$53.9K | 0.09% | 215 |
|
|
2022
Q2 | $484K | Buy |
+12,524
| New | +$484K | 0.09% | 222 |
|
|
2019
Q2 | – | Sell |
-34,349
| Closed | -$1.85M | – | 284 |
|
|
2019
Q1 | $1.85M | Sell |
34,349
-1,038
| -3% | -$56K | 0.75% | 34 |
|
|
2018
Q4 | $1.93M | Buy |
35,387
+488
| +1% | +$26.6K | 0.98% | 24 |
|
|
2018
Q3 | $1.94M | Buy |
+34,899
| New | +$1.94M | 0.89% | 29 |
|