Brave Asset Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,500
| Closed | -$68K | – | 316 |
|
|
2016
Q3 | $68K | Hold |
1,500
| – | – | 0.04% | 199 |
|
|
2016
Q2 | $68K | Hold |
1,500
| – | – | 0.05% | 198 |
|
|
2016
Q1 | $60K | Hold |
1,500
| – | – | 0.04% | 204 |
|
|
2015
Q4 | $51K | Hold |
1,500
| – | – | 0.03% | 218 |
|
|
2015
Q3 | $52K | Hold |
1,500
| – | – | 0.04% | 205 |
|
|
2015
Q2 | $52K | Hold |
1,500
| – | – | 0.04% | 227 |
|
|
2015
Q1 | $49K | Hold |
1,500
| – | – | 0.03% | 225 |
|
|
2014
Q4 | $57K | Hold |
1,500
| – | – | 0.04% | 213 |
|
|
2014
Q3 | $51K | Hold |
1,500
| – | – | 0.04% | 218 |
|
|
2014
Q2 | $51K | Hold |
1,500
| – | – | 0.04% | 221 |
|
|
2014
Q1 | $46K | Hold |
1,500
| – | – | 0.04% | 224 |
|
|
2013
Q4 | $41K | Buy |
+1,500
| New | +$41K | 0.03% | 229 |
|