Cerebellum’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,617
| Closed | -$123K | – | 583 |
|
|
2020
Q2 | $123K | Buy |
+2,617
| New | +$123K | 0.09% | 289 |
|
|
2019
Q1 | – | Sell |
-3,220
| Closed | -$172K | – | 542 |
|
|
2018
Q4 | $172K | Sell |
3,220
-228
| -7% | -$12.2K | 0.12% | 319 |
|
|
2018
Q3 | $191K | Buy |
3,448
+56
| +2% | +$3.1K | 0.3% | 39 |
|
|
2018
Q2 | $177K | Sell |
3,392
-1,027
| -23% | -$53.6K | 0.3% | 120 |
|
|
2018
Q1 | $196K | Buy |
4,419
+1,802
| +69% | +$79.9K | 0.25% | 37 |
|
|
2017
Q4 | $123K | Buy |
+2,617
| New | +$123K | 0.09% | 289 |
|