Atherton Lane Advisers’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-6,000
| Closed | -$209K | – | 240 |
|
|
2015
Q3 | $209K | Sell |
6,000
-412
| -6% | -$14.4K | 0.01% | 217 |
|
|
2015
Q2 | $221K | Hold |
6,412
| – | – | 0.01% | 215 |
|
|
2015
Q1 | $209K | Hold |
6,412
| – | – | 0.01% | 251 |
|
|
2014
Q4 | $244K | Sell |
6,412
-134
| -2% | -$5.1K | 0.01% | 241 |
|
|
2014
Q3 | $223K | Hold |
6,546
| – | – | 0.01% | 244 |
|
|
2014
Q2 | $220K | Buy |
+6,546
| New | +$220K | 0.01% | 257 |
|