AWCI
Alpine Woods Capital Investors’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-33,000
| Closed | -$1.51M | – | 469 |
|
|
2014
Q1 | $1.51M | Buy |
33,000
+9,000
| +38% | +$410K | 0.08% | 178 |
|
|
2013
Q4 | $995K | Buy |
24,000
+3,000
| +14% | +$124K | 0.06% | 208 |
|
|
2013
Q3 | $822K | Buy |
21,000
+3,500
| +20% | +$137K | 0.05% | 215 |
|
|
2013
Q2 | $684K | Buy |
+17,500
| New | +$684K | 0.04% | 221 |
|