Cavalier Investments’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-13,900
| Closed | -$687K | – | 177 |
|
|
2017
Q2 | $687K | Hold |
13,900
| – | – | 0.38% | 61 |
|
|
2017
Q1 | $687K | Hold |
13,900
| – | – | 0.38% | 61 |
|
|
2016
Q4 | $641K | Hold |
13,900
| – | – | 0.41% | 48 |
|
|
2016
Q3 | $629K | Hold |
13,900
| – | – | 0.38% | 61 |
|
|
2016
Q2 | $629K | Buy |
+13,900
| New | +$629K | 0.37% | 59 |
|