Weld Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,089
| Closed | -$283K | – | 556 |
|
|
2020
Q4 | $283K | Sell |
8,089
-36,929
| -82% | -$1.29M | 0.11% | 310 |
|
|
2020
Q3 | $1.49M | Buy |
+45,018
| New | +$1.49M | 0.59% | 27 |
|
|
2019
Q1 | – | Sell |
-8,506
| Closed | -$454K | – | 888 |
|
|
2018
Q4 | $454K | Buy |
+8,506
| New | +$454K | 0.1% | 378 |
|