Yaupon Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Hold |
0
| – | – | – | 121 |
|
2024
Q3 | – | Sell |
-100,000
| Closed | -$2.29M | – | 113 |
|
2024
Q2 | $2.29M | Buy |
+100,000
| New | +$2.29M | 0.12% | 73 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 120 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 124 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 124 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 33 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 38 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 50 |
|