AIS
Accurate Investment Solutions’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-55
| Closed | -$2K | – | 512 |
|
|
2019
Q4 | $2K | Hold |
55
| – | – | ﹤0.01% | 392 |
|
|
2019
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 311 |
|
|
2019
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 326 |
|
|
2019
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 306 |
|
|
2018
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 273 |
|
|
2018
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 307 |
|
|
2018
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 393 |
|
|
2018
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 417 |
|
|
2017
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 376 |
|
|
2017
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 377 |
|
|
2017
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 296 |
|
|
2017
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 254 |
|
|
2016
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 256 |
|
|
2016
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 244 |
|
|
2016
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 241 |
|
|
2016
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 342 |
|
|
2015
Q4 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 276 |
|