Venture Visionary Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-72
| Closed | -$2.78K | – | 1475 |
|
|
2022
Q2 | $2.78K | Buy |
+72
| New | +$2.78K | ﹤0.01% | 1503 |
|
|
2022
Q1 | – | Sell |
-7,731
| Closed | -$354K | – | 543 |
|
|
2021
Q4 | $354K | Hold |
7,731
| – | – | 0.02% | 381 |
|
|
2021
Q3 | $329K | Hold |
7,731
| – | – | 0.02% | 385 |
|
|
2021
Q2 | $358K | Hold |
7,731
| – | – | 0.03% | 358 |
|
|
2021
Q1 | $317K | Buy |
+7,731
| New | +$317K | 0.03% | 365 |
|