Almanack Investment Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,406
| Closed | -$246K | – | 301 |
|
|
2019
Q4 | $246K | Sell |
5,406
-526
| -9% | -$23.9K | 0.05% | 172 |
|
|
2019
Q3 | $300K | Buy |
5,932
+444
| +8% | +$22.5K | 0.06% | 158 |
|
|
2019
Q2 | $295K | Buy |
5,488
+106
| +2% | +$5.69K | 0.07% | 139 |
|
|
2019
Q1 | $299K | Buy |
5,382
+2,309
| +75% | +$128K | 0.08% | 103 |
|
|
2018
Q4 | $165K | Buy |
3,073
+195
| +7% | +$10.5K | 0.05% | 179 |
|
|
2018
Q3 | $160K | Buy |
+2,878
| New | +$160K | 0.04% | 205 |
|