Chesapeake Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,963
| Closed | -$224K | – | 192 |
|
|
2019
Q4 | $224K | Sell |
4,963
-545
| -10% | -$24.6K | 0.09% | 178 |
|
|
2019
Q3 | $277K | Buy |
5,508
+235
| +4% | +$11.8K | 0.11% | 160 |
|
|
2019
Q2 | $281K | Sell |
5,273
-845
| -14% | -$45K | 0.12% | 159 |
|
|
2019
Q1 | $339K | Sell |
6,118
-75
| -1% | -$4.16K | 0.15% | 148 |
|
|
2018
Q4 | $330K | Sell |
6,193
-1,127
| -15% | -$60.1K | 0.16% | 135 |
|
|
2018
Q3 | $406K | Sell |
7,320
-305
| -4% | -$16.9K | 0.18% | 126 |
|
|
2018
Q2 | $397K | Sell |
7,625
-725
| -9% | -$37.7K | 0.18% | 125 |
|
|
2018
Q1 | $371K | Buy |
+8,350
| New | +$371K | 0.17% | 125 |
|