Valeo Financial Advisors, LLC Ugi Corp Transaction History

Valeo Financial Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$41.25 - $47.88 $37,125 - $43,092	-900 Closed	0 $0
Q1 2021 Apr 12, 2021	SELL	$34.79 - $41.84 $5,879 - $7,070	-169 Reduced 15.81%	900 $37,000
Q4 2020 Feb 11, 2021	BUY	$32.32 - $38.06 $5,462 - $6,432	169 Added 18.78%	1,069 $37,000
Q3 2020 Oct 28, 2020	SELL	$29.87 - $35.56 $2,150 - $2,560	-72 Reduced 7.41%	900 $30,000
Q2 2020 Jul 20, 2020	SELL	$24.64 - $36.77 $1,355 - $2,022	-55 Reduced 5.36%	972 $31,000
Q4 2019 Jan 24, 2020	SELL	$41.44 - $49.3 $4,516 - $5,373	-109 Reduced 9.6%	1,027 $46,000
Q3 2018 Nov 01, 2018	SELL	$52.37 - $55.58 $26,185 - $27,790	-500 Reduced 30.56%	1,136 $60,000
Q4 2017 Feb 09, 2018	BUY	$46.48 - $49.64 $51,128 - $54,604	1,100 Added 205.22%	1,636 $77,000
Q3 2017 Nov 14, 2017	BUY	$46.86 - $50.93 $25,116 - $27,298	536	536 $25,000

518

165M

1.26M

2.04M

Ticker UGI
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 209,380,992
Market Cap $5.84B
Description
UGI Corporation distributes, stores, transports, and markets energy products and related services in the United States and internationally. The company operates through four segments: AmeriGas Propane, UGI International, Midstream & Marketing, and UGI Utilities. It distributes propane to approximately 1.4 million residential, commercial/indu...

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