Vident Investment Advisory’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $299K | Sell |
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|
2022
Q3 | $1.84M | Buy |
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|
2022
Q2 | $2.23M | Buy |
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|
2022
Q1 | $1.96M | Buy |
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|
2021
Q4 | $2.23M | Buy |
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|
2021
Q3 | $1.99M | Sell |
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|
2021
Q2 | $2.37M | Buy |
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|
2021
Q1 | $2.09M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $307K | Sell |
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|
2019
Q4 | $650K | Buy |
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|
2019
Q3 | $682K | Buy |
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|
2019
Q2 | $597K | Sell |
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|
2019
Q1 | $660K | Sell |
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|
2018
Q4 | $3.45M | Sell |
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|
2018
Q3 | $4.74M | Buy |
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|
2018
Q2 | $677K | Sell |
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|
2018
Q1 | $786K | Sell |
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|
2017
Q4 | $3.33M | Buy |
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|
2017
Q3 | $2.97M | Buy |
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|
2017
Q2 | $2.4M | Sell |
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|
2017
Q1 | $2.47M | Sell |
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|
2016
Q4 | $2.39M | Sell |
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|
2016
Q3 | $2.35M | Buy |
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|
2016
Q2 | $483K | Sell |
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|
2016
Q1 | $638 | Buy |
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|
2015
Q4 | $274K | Sell |
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|
2015
Q3 | $344K | Buy |
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|
2015
Q2 | $260K | Buy |
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|
2015
Q1 | $230K | Sell |
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|
2014
Q4 | $370K | Buy |
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