Chicago Partners Investment Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-200
| Closed | -$11K | – | 885 |
|
|
2018
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 801 |
|
|
2018
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 808 |
|
|
2018
Q1 | $9K | Sell |
200
-25
| -11% | -$1.13K | ﹤0.01% | 793 |
|
|
2017
Q4 | $11K | Hold |
225
| – | – | ﹤0.01% | 735 |
|
|
2017
Q3 | $11K | Buy |
+225
| New | +$11K | ﹤0.01% | 765 |
|
|
2017
Q2 | – | Sell |
-225
| Closed | -$11K | – | 787 |
|
|
2017
Q1 | $11K | Hold |
225
| – | – | ﹤0.01% | 444 |
|
|
2016
Q4 | $10K | Hold |
225
| – | – | ﹤0.01% | 434 |
|
|
2016
Q3 | $10K | Hold |
225
| – | – | ﹤0.01% | 415 |
|
|
2016
Q2 | $10K | Hold |
225
| – | – | ﹤0.01% | 358 |
|
|
2016
Q1 | $9K | Hold |
225
| – | – | ﹤0.01% | 350 |
|
|
2015
Q4 | $8K | Hold |
225
| – | – | ﹤0.01% | 415 |
|
|
2015
Q3 | $8K | Hold |
225
| – | – | ﹤0.01% | 355 |
|
|
2015
Q2 | $8K | Buy |
225
+32
| +17% | +$1.14K | ﹤0.01% | 368 |
|
|
2015
Q1 | $7K | Sell |
193
-257
| -57% | -$9.32K | ﹤0.01% | 398 |
|
|
2014
Q4 | $17K | Buy |
+450
| New | +$17K | 0.01% | 307 |
|