Americafirst Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-37,682
| Closed | -$1.86M | – | 213 |
|
|
2017
Q1 | $1.86M | Buy |
+37,682
| New | +$1.86M | 2.22% | 11 |
|
|
2016
Q3 | – | Sell |
-68,356
| Closed | -$3.09M | – | 263 |
|
|
2016
Q2 | $3.09M | Sell |
68,356
-14,188
| -17% | -$642K | 2% | 5 |
|
|
2016
Q1 | $3.33M | Buy |
+82,544
| New | +$3.33M | 2.08% | 4 |
|
|
2015
Q2 | – | Sell |
-1,439
| Closed | -$46.9K | – | 282 |
|
|
2015
Q1 | $46.9K | Buy |
1,439
+74
| +5% | +$2.41K | 0.02% | 239 |
|
|
2014
Q4 | $51.8M | Buy |
+1,365
| New | +$51.8M | 0.03% | 210 |
|