Bowling Portfolio Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-29,092
| Closed | -$1.61M | – | 399 |
|
|
2018
Q3 | $1.61M | Buy |
+29,092
| New | +$1.61M | 0.23% | 156 |
|
|
2015
Q3 | – | Sell |
-28,950
| Closed | -$997K | – | 182 |
|
|
2015
Q2 | $997K | Buy |
28,950
+2,076
| +8% | +$71.5K | 0.22% | 125 |
|
|
2015
Q1 | $876K | Sell |
26,874
-31
| -0.1% | -$1.01K | 0.19% | 120 |
|
|
2014
Q4 | $1.02K | Buy |
+26,905
| New | +$1.02K | 0.21% | 121 |
|