WrapManager Inc’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,763
| Closed | -$300K | – | 292 |
|
|
2022
Q2 | $300K | Buy |
+7,763
| New | +$300K | 0.09% | 215 |
|
|
2022
Q1 | – | Sell |
-5,034
| Closed | -$231K | – | 321 |
|
|
2021
Q4 | $231K | Sell |
5,034
-41
| -0.8% | -$1.88K | 0.06% | 281 |
|
|
2021
Q3 | $216K | Sell |
5,075
-190
| -4% | -$8.09K | 0.06% | 289 |
|
|
2021
Q2 | $244K | Buy |
5,265
+187
| +4% | +$8.67K | 0.06% | 276 |
|
|
2021
Q1 | $208K | Buy |
+5,078
| New | +$208K | 0.06% | 279 |
|