Bares 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
Q1 | – | Sell |
-9,239
| Closed | -$351K | – | 40 |
|
|
2014
Q4 | $351K | Sell |
9,239
-1
| -0% | -$38 | 0.04% | 47 |
|
|
2014
Q3 | $315K | Sell |
9,240
-56
| -0.6% | -$1.91K | 0.04% | 49 |
|
|
2014
Q2 | $313K | Buy |
9,296
+240
| +3% | +$8.08K | 0.03% | 59 |
|
|
2014
Q1 | $275K | Sell |
9,056
-252
| -3% | -$7.65K | 0.02% | 65 |
|
|
2013
Q4 | $257K | Hold |
9,308
| – | – | 0.02% | 61 |
|
|
2013
Q3 | $243K | Buy |
9,308
+195
| +2% | +$5.09K | 0.02% | 63 |
|
|
2013
Q2 | $238K | Buy |
+9,113
| New | +$238K | 0.02% | 67 |
|