Valeo Financial Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-900
| Closed | -$37K | – | 1641 |
|
|
2021
Q1 | $37K | Sell |
900
-169
| -16% | -$6.95K | ﹤0.01% | 937 |
|
|
2020
Q4 | $37K | Buy |
1,069
+169
| +19% | +$5.85K | ﹤0.01% | 859 |
|
|
2020
Q3 | $30K | Sell |
900
-72
| -7% | -$2.4K | ﹤0.01% | 791 |
|
|
2020
Q2 | $31K | Sell |
972
-55
| -5% | -$1.75K | ﹤0.01% | 862 |
|
|
2020
Q1 | $31K | Hold |
1,027
| – | – | ﹤0.01% | 730 |
|
|
2019
Q4 | $46K | Sell |
1,027
-109
| -10% | -$4.88K | ﹤0.01% | 679 |
|
|
2019
Q3 | $57K | Hold |
1,136
| – | – | 0.01% | 555 |
|
|
2019
Q2 | $61K | Hold |
1,136
| – | – | 0.01% | 549 |
|
|
2019
Q1 | $63K | Hold |
1,136
| – | – | 0.01% | 511 |
|
|
2018
Q4 | $61K | Hold |
1,136
| – | – | 0.01% | 478 |
|
|
2018
Q3 | $60K | Sell |
1,136
-500
| -31% | -$26.4K | 0.01% | 513 |
|
|
2018
Q2 | $89K | Hold |
1,636
| – | – | 0.01% | 419 |
|
|
2018
Q1 | $73K | Hold |
1,636
| – | – | 0.01% | 421 |
|
|
2017
Q4 | $77K | Buy |
1,636
+1,100
| +205% | +$51.8K | 0.01% | 390 |
|
|
2017
Q3 | $25K | Buy |
+536
| New | +$25K | 0.01% | 519 |
|