Beacon Capital Management Inc (Ohio)’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$3K | ﹤0.01% | 69 |
|
|
2017
Q2 | – | Sell |
-1
| Closed | – | – | 203 |
|
|
2017
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 205 |
|
|
2015
Q4 | – | Sell |
-3
| Closed | – | – | 378 |
|
|
2015
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 286 |
|
|
2014
Q2 | – | Sell |
-8
| Closed | – | – | 279 |
|
|
2014
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 280 |
|