Woodward Diversified Capital’s UGI UGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,616
Closed -$258K 196
2021
Q4
$258K Buy
5,616
+714
+15% +$32.8K 0.15% 156
2021
Q3
$209K Buy
4,902
+475
+11% +$20.3K 0.13% 169
2021
Q2
$205K Buy
+4,427
New +$205K 0.12% 188