Aviance Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-7,349
| Closed | -$240K | – | 230 |
|
|
2015
Q1 | $240K | Sell |
7,349
-1,759
| -19% | -$57.4K | 0.01% | 242 |
|
|
2014
Q4 | $346K | Sell |
9,108
-71
| -0.8% | -$2.7K | 0.01% | 259 |
|
|
2014
Q3 | $313K | Buy |
9,179
+1,083
| +13% | +$36.9K | 0.01% | 258 |
|
|
2014
Q2 | $273K | Buy |
+8,096
| New | +$273K | 0.01% | 267 |
|