Ameritas Investment Company’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,610
| Closed | -$66K | – | 1997 |
|
|
2021
Q1 | $66K | Buy |
+1,610
| New | +$66K | 0.01% | 881 |
|
|
2020
Q2 | – | Sell |
-1,640
| Closed | -$44K | – | 1515 |
|
|
2020
Q1 | $44K | Sell |
1,640
-1,012
| -38% | -$27.2K | 0.01% | 735 |
|
|
2019
Q4 | $120K | Sell |
2,652
-534
| -17% | -$24.2K | 0.03% | 436 |
|
|
2019
Q3 | $160K | Buy |
+3,186
| New | +$160K | 0.03% | 376 |
|