Blackstart Capital’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-166,258
| Closed | -$7.51M | – | 36 |
|
|
2019
Q4 | $7.51M | Buy |
166,258
+36,406
| +28% | +$1.64M | 3.28% | 11 |
|
|
2019
Q3 | $6.53M | Buy |
129,852
+9,149
| +8% | +$460K | 3.44% | 9 |
|
|
2019
Q2 | $6.45M | Buy |
+120,703
| New | +$6.45M | 2.76% | 15 |
|
|
2018
Q2 | – | Sell |
-280,273
| Closed | -$12.5M | – | 39 |
|
|
2018
Q1 | $12.5M | Buy |
280,273
+34,757
| +14% | +$1.54M | 4.17% | 11 |
|
|
2017
Q4 | $11.5M | Buy |
+245,516
| New | +$11.5M | 4.59% | 8 |
|