Beacon Trust’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $888K | Hold |
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|
2016
Q4 | $848K | Sell |
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|
2016
Q3 | $889K | Hold |
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|
2016
Q2 | $889K | Sell |
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|
2016
Q1 | $1.8M | Sell |
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|
2015
Q4 | $1.54M | Sell |
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|
2015
Q3 | $1.61M | Sell |
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|
2015
Q2 | $1.84M | Sell |
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|
2015
Q1 | $1.76M | Sell |
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|
2014
Q4 | $2.1M | Sell |
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|
2014
Q3 | $1.89M | Sell |
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|
2014
Q2 | $1.87M | Sell |
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|
2014
Q1 | $1.82M | Sell |
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|
2013
Q4 | $1.66M | Hold |
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|
2013
Q3 | $1.57M | Sell |
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|
2013
Q2 | $1.6M | Buy |
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