Archford Capital Strategies’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-21
| Closed | -$1K | – | 687 |
|
|
2018
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 651 |
|
|
2018
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 613 |
|
|
2017
Q2 | – | Sell |
-21
| Closed | -$1K | – | 600 |
|
|
2017
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 675 |
|
|
2016
Q4 | $0 | Hold |
21
| – | – | ﹤0.01% | 748 |
|
|
2016
Q3 | $0 | Hold |
21
| – | – | ﹤0.01% | 724 |
|
|
2016
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 666 |
|
|
2016
Q1 | – | Sell |
-21
| Closed | -$1K | – | 577 |
|
|
2015
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 797 |
|
|
2015
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 646 |
|
|
2015
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 623 |
|
|
2015
Q1 | $684 | Hold |
21
| – | – | ﹤0.01% | 667 |
|
|
2014
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 650 |
|
|
2014
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 647 |
|
|
2014
Q2 | $707 | Hold |
21
| – | – | ﹤0.01% | 814 |
|
|
2014
Q1 | $639 | Buy |
+21
| New | +$639 | ﹤0.01% | 771 |
|