AIM
Acrospire Investment Management’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-615
| Closed | -$30K | – | 1346 |
|
|
2017
Q2 | $30K | Buy |
615
+101
| +20% | +$4.93K | 0.03% | 1293 |
|
|
2017
Q1 | $25K | Sell |
514
-1,600
| -76% | -$77.8K | 0.02% | 1501 |
|
|
2016
Q4 | $97K | Sell |
2,114
-200
| -9% | -$9.18K | 0.04% | 951 |
|
|
2016
Q3 | $105K | Sell |
2,314
-900
| -28% | -$40.8K | 0.07% | 517 |
|
|
2016
Q2 | $145K | Sell |
3,214
-4,300
| -57% | -$194K | 0.11% | 209 |
|
|
2016
Q1 | $303K | Buy |
+7,514
| New | +$303K | 0.21% | 26 |
|