Burt Wealth Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
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2020
Q3 | $119K | Hold |
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2020
Q2 | $114K | Hold |
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2020
Q1 | $96K | Hold |
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2019
Q4 | $163K | Hold |
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2019
Q3 | $181K | Hold |
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2019
Q2 | $192K | Hold |
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2019
Q1 | $200K | Hold |
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2018
Q4 | $192K | Hold |
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2018
Q3 | $200K | Hold |
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2018
Q2 | $187K | Hold |
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2018
Q1 | $160K | Hold |
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2017
Q4 | $169K | Hold |
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2017
Q3 | $169K | Hold |
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2017
Q2 | $174K | Hold |
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2017
Q1 | $178K | Hold |
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2016
Q4 | $166K | Hold |
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2016
Q3 | $162K | Hold |
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2016
Q2 | $162K | Hold |
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2016
Q1 | $145K | Hold |
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2015
Q4 | $121K | Hold |
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2015
Q3 | $125K | Hold |
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2015
Q2 | $124K | Hold |
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2015
Q1 | $117K | Hold |
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2014
Q4 | $137K | Buy |
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