Acadia Trust’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $448K | Sell |
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|
2016
Q2 | $470K | Sell |
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|
2016
Q1 | $428K | Sell |
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|
2015
Q4 | $367K | Sell |
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|
2015
Q3 | $388K | Hold |
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|
2015
Q2 | $384K | Hold |
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|
2015
Q1 | $363K | Hold |
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|
2014
Q4 | $423K | Sell |
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|
2014
Q3 | $388K | Sell |
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|
2014
Q2 | $454K | Sell |
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|
2014
Q1 | $453K | Sell |
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|
2013
Q4 | $659K | Sell |
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|
2013
Q3 | $6.77M | Sell |
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|
2013
Q2 | $6.81M | Buy |
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