Capstone Asset Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.21M | Sell |
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|
2017
Q1 | $2.4M | Sell |
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|
2016
Q4 | $2.25M | Sell |
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|
2016
Q3 | $2.22M | Buy |
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|
2016
Q2 | $2.2M | Buy |
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|
2016
Q1 | $1.86M | Buy |
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|
2015
Q4 | $1.54M | Sell |
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|
2015
Q3 | $1.68M | Buy |
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|
2015
Q2 | $1.66M | Sell |
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|
2015
Q1 | $1.63M | Buy |
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|
2014
Q4 | $1.88M | Sell |
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|
2014
Q3 | $1.72M | Sell |
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|
2014
Q2 | $1.72M | Sell |
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|
2014
Q1 | $1.59M | Sell |
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|
2013
Q4 | $1.5M | Sell |
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|
2013
Q3 | $1.72M | Buy |
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|
2013
Q2 | $1.67M | Buy |
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