Beacon Capital Management Inc (Ohio)’s UGI UGI Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio UGI Stock Details UGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-78	Closed	-$3K	–	78
2020 Q4	$3K	Hold	78	–	–	﹤0.01%	63
2020 Q3	$3K	Buy	+78	New	+$2.59K	﹤0.01%	69
2017 Q2	–	Sell	-1	Closed	–	–	203
2017 Q1	$0	Buy	+1	New	+$48	﹤0.01%	205
2015 Q4	–	Sell	-3	Closed	–	–	378
2015 Q3	$0	Buy	+3	New	+$105	﹤0.01%	286
2014 Q2	–	Sell	-8	Closed	–	–	279
2014 Q1	$0	Buy	+8	New	+$230	﹤0.01%	280

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