Wilen Investment 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
-1,258
Closed -$43K 83
2020
Q4
$43K Buy
+1,258
New +$43K 0.04% 76
2020
Q1
Sell
-5,710
Closed -$254K 58
2019
Q4
$254K Sell
5,710
-736
-11% -$32.7K 0.2% 51
2019
Q3
$322K Buy
+6,446
New +$322K 0.25% 44