AG
AlphaSimPlex Group’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,874
| Closed | -$446K | – | 233 |
|
|
2019
Q4 | $446K | Hold |
9,874
| – | – | 0.17% | 180 |
|
|
2019
Q3 | $496K | Sell |
9,874
-1,578
| -14% | -$79.3K | 0.19% | 148 |
|
|
2019
Q2 | $612K | Hold |
11,452
| – | – | 0.19% | 155 |
|
|
2019
Q1 | $635K | Buy |
+11,452
| New | +$635K | 0.21% | 154 |
|