Swaine & Leidel Wealth Services, LLC UGI Holdings History
Swaine & Leidel Wealth Services, LLC's UGI Corp Holding Summary
As of 2022-03-31, Swaine & Leidel Wealth Services, LLC held 4,278.00 shares of UGI Corp(UGI), totaling $4.28 Mil. This investment constitutes 3.29% of their stock portfolio, and Swaine & Leidel Wealth Services, LLC now holds 0% of the outstanding UGI Corp(UGI) stock.
The initial trade took place in 2020Q2. And since then Swaine & Leidel Wealth Services, LLC has made 5 purchases of UGI, at an average price of $31.50, for a total of 109,253.00 shares. In addition, there have been 1 sales at an average price of $40.07 for 104,975.00 shares. Based on historical transaction data and UGI's current price of $37.20, Swaine & Leidel Wealth Services, LLC's estimated gain on his UGI holdings is $923,854.02, reflecting a 26.84% gain to date.
Swaine & Leidel Wealth Services, LLC UGI ($37.20) Holding Chart
Swaine & Leidel Wealth Services, LLC UGI ($37.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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