Affinity Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-6,282
| Closed | -$212K | – | 54 |
|
|
2015
Q4 | $212K | Hold |
6,282
| – | – | 0.14% | 42 |
|
|
2015
Q3 | $219K | Hold |
6,282
| – | – | 0.22% | 35 |
|
|
2015
Q2 | $216K | Hold |
6,282
| – | – | 0.14% | 43 |
|
|
2015
Q1 | $205K | Hold |
6,282
| – | – | 0.12% | 42 |
|
|
2014
Q4 | $238K | Buy |
+6,282
| New | +$238K | 0.19% | 28 |
|
|
2014
Q2 | $202K | Buy |
+5,988
| New | +$202K | 0.19% | 30 |
|