1919 Investment Counsel’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $36K | Sell |
1,050
-750
| -42% | -$25.7K | ﹤0.01% | 733 |
|
|
2014
Q2 | $61K | Sell |
1,800
-750
| -29% | -$25.4K | ﹤0.01% | 678 |
|
|
2014
Q1 | $78K | Hold |
2,550
| – | – | ﹤0.01% | 637 |
|
|
2013
Q4 | $71K | Hold |
2,550
| – | – | ﹤0.01% | 646 |
|
|
2013
Q3 | $67K | Hold |
2,550
| – | – | ﹤0.01% | 643 |
|
|
2013
Q2 | $67K | Buy |
+2,550
| New | +$67K | ﹤0.01% | 631 |
|