Weaver Consulting Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-71
| Closed | -$2K | – | 853 |
|
|
2020
Q3 | $2K | Hold |
71
| – | – | ﹤0.01% | 849 |
|
|
2020
Q2 | $2K | Hold |
71
| – | – | ﹤0.01% | 822 |
|
|
2020
Q1 | $2K | Sell |
71
-300
| -81% | -$8.45K | ﹤0.01% | 723 |
|
|
2019
Q4 | $19K | Buy |
371
+26
| +8% | +$1.33K | 0.01% | 373 |
|
|
2019
Q3 | $18K | Hold |
345
| – | – | 0.01% | 373 |
|
|
2019
Q2 | $18K | Hold |
345
| – | – | 0.01% | 355 |
|
|
2019
Q1 | $18K | Buy |
+345
| New | +$18K | 0.01% | 770 |
|