6 Meridian’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-15,264
| Closed | -$407K | – | 458 |
|
|
2020
Q1 | $407K | Buy |
15,264
+3,338
| +28% | +$89K | 0.04% | 330 |
|
|
2019
Q4 | $539K | Buy |
11,926
+582
| +5% | +$26.3K | 0.05% | 339 |
|
|
2019
Q3 | $570K | Buy |
11,344
+2,441
| +27% | +$123K | 0.06% | 259 |
|
|
2019
Q2 | $476K | Buy |
8,903
+232
| +3% | +$12.4K | 0.05% | 326 |
|
|
2019
Q1 | $481K | Sell |
8,671
-447
| -5% | -$24.8K | 0.05% | 319 |
|
|
2018
Q4 | $486K | Sell |
9,118
-99
| -1% | -$5.28K | 0.06% | 247 |
|
|
2018
Q3 | $511K | Sell |
9,217
-965
| -9% | -$53.5K | 0.05% | 252 |
|
|
2018
Q2 | $530K | Sell |
10,182
-258
| -2% | -$13.4K | 0.06% | 208 |
|
|
2018
Q1 | $464K | Buy |
10,440
+1,144
| +12% | +$50.8K | 0.05% | 291 |
|
|
2017
Q4 | $436K | Buy |
+9,296
| New | +$436K | 0.05% | 319 |
|