Brick & Kyle Associates’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-903
| Closed | -$42K | – | 440 |
|
|
2016
Q4 | $42K | Hold |
903
| – | – | 0.03% | 193 |
|
|
2016
Q3 | $41K | Hold |
903
| – | – | 0.03% | 198 |
|
|
2016
Q2 | $41K | Hold |
903
| – | – | 0.03% | 195 |
|
|
2016
Q1 | $36K | Hold |
903
| – | – | 0.03% | 197 |
|
|
2015
Q4 | $30K | Hold |
903
| – | – | 0.03% | 207 |
|
|
2015
Q3 | $31K | Hold |
903
| – | – | 0.03% | 209 |
|
|
2015
Q2 | $31K | Hold |
903
| – | – | 0.03% | 225 |
|
|
2015
Q1 | $29K | Hold |
903
| – | – | 0.02% | 235 |
|
|
2014
Q4 | $34K | Buy |
+903
| New | +$34K | 0.03% | 211 |
|