Advisor Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.32M | Sell |
29,252
-18,069
| -38% | -$817K | 0.01% | 1031 |
|
|
2019
Q3 | $2.38M | Buy |
47,321
+21,548
| +84% | +$1.08M | 0.02% | 694 |
|
|
2019
Q2 | $1.38M | Buy |
25,773
+5,923
| +30% | +$316K | 0.01% | 937 |
|
|
2019
Q1 | $1.1M | Sell |
19,850
-760
| -4% | -$42.1K | 0.01% | 1029 |
|
|
2018
Q4 | $1.1M | Buy |
20,610
+1,709
| +9% | +$91.2K | 0.01% | 903 |
|
|
2018
Q3 | $1.05M | Buy |
18,901
+15,090
| +396% | +$837K | 0.01% | 951 |
|
|
2018
Q2 | $198K | Sell |
3,811
-51
| -1% | -$2.65K | ﹤0.01% | 1988 |
|
|
2018
Q1 | $171K | Sell |
3,862
-4,643
| -55% | -$206K | ﹤0.01% | 2095 |
|
|
2017
Q4 | $400K | Buy |
8,505
+1,719
| +25% | +$80.8K | 0.01% | 1464 |
|
|
2017
Q3 | $318K | Sell |
6,786
-536
| -7% | -$25.1K | 0.01% | 1501 |
|
|
2017
Q2 | $356K | Buy |
7,322
+162
| +2% | +$7.88K | 0.01% | 1361 |
|
|
2017
Q1 | $354K | Sell |
7,160
-2,154
| -23% | -$106K | 0.01% | 1281 |
|
|
2016
Q4 | $428K | Sell |
9,314
-9,065
| -49% | -$417K | 0.01% | 1095 |
|
|
2016
Q3 | $830K | Sell |
18,379
-866
| -4% | -$39.1K | 0.02% | 708 |
|
|
2016
Q2 | $869K | Buy |
+19,245
| New | +$869K | 0.02% | 666 |
|