Banced Corp’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-9,349
| Closed | -$319K | – | 195 |
|
|
2014
Q3 | $319K | Buy |
9,349
+1,477
| +19% | +$50.4K | 0.37% | 120 |
|
|
2014
Q2 | $265K | Sell |
7,872
-579
| -7% | -$19.5K | 0.32% | 141 |
|
|
2014
Q1 | $257K | Sell |
8,451
-2,739
| -24% | -$83.3K | 0.27% | 157 |
|
|
2013
Q4 | $309K | Sell |
11,190
-1,065
| -9% | -$29.4K | 0.31% | 135 |
|
|
2013
Q3 | $320K | Sell |
12,255
-3,947
| -24% | -$103K | 0.32% | 127 |
|
|
2013
Q2 | $422K | Buy |
+16,202
| New | +$422K | 0.43% | 99 |
|