Advantage Investment Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-420
| Closed | -$20K | – | 1066 |
|
|
2017
Q4 | $20K | Buy |
420
+85
| +25% | +$4.05K | 0.01% | 576 |
|
|
2017
Q3 | $16K | Hold |
335
| – | – | 0.01% | 595 |
|
|
2017
Q2 | $16K | Buy |
+335
| New | +$16K | 0.01% | 607 |
|
|
2016
Q2 | – | Sell |
-223
| Closed | -$9K | – | 918 |
|
|
2016
Q1 | $9K | Hold |
223
| – | – | ﹤0.01% | 582 |
|
|
2015
Q4 | $8K | Buy |
223
+111
| +99% | +$3.98K | ﹤0.01% | 610 |
|
|
2015
Q3 | $4K | Hold |
112
| – | – | ﹤0.01% | 690 |
|
|
2015
Q2 | $4K | Hold |
112
| – | – | ﹤0.01% | 723 |
|
|
2015
Q1 | $4K | Buy |
+112
| New | +$4K | ﹤0.01% | 717 |
|