Advisor Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.32M | Sell |
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|
2019
Q3 | $2.38M | Buy |
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|
2019
Q2 | $1.38M | Buy |
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|
2019
Q1 | $1.1M | Sell |
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|
2018
Q4 | $1.1M | Buy |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | $198K | Sell |
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|
2018
Q1 | $171K | Sell |
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|
2017
Q4 | $400K | Buy |
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|
2017
Q3 | $318K | Sell |
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|
2017
Q2 | $356K | Buy |
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|
2017
Q1 | $354K | Sell |
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|
2016
Q4 | $428K | Sell |
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|
2016
Q3 | $830K | Sell |
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|
2016
Q2 | $869K | Buy |
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