Corbenic Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $41K | Sell |
860
-70
| -8% | -$3.34K | 0.05% | 73 |
|
|
2017
Q3 | $44K | Buy |
930
+5
| +0.5% | +$237 | 0.06% | 69 |
|
|
2017
Q2 | $45K | Buy |
925
+5
| +0.5% | +$243 | 0.06% | 69 |
|
|
2017
Q1 | $45K | Buy |
920
+4
| +0.4% | +$196 | 0.06% | 71 |
|
|
2016
Q4 | $42K | Buy |
916
+1
| +0.1% | +$46 | 0.05% | 76 |
|
|
2016
Q3 | $41K | Sell |
915
-204
| -18% | -$9.14K | 0.04% | 78 |
|
|
2016
Q2 | $51K | Buy |
1,119
+1
| +0.1% | +$46 | 0.05% | 69 |
|
|
2016
Q1 | $45K | Buy |
1,118
+1
| +0.1% | +$40 | 0.05% | 66 |
|
|
2015
Q4 | $38K | Buy |
1,117
+1
| +0.1% | +$34 | 0.04% | 74 |
|
|
2015
Q3 | $39K | Buy |
1,116
+1
| +0.1% | +$35 | 0.04% | 68 |
|
|
2015
Q2 | $38K | Buy |
1,115
+1
| +0.1% | +$34 | 0.03% | 58 |
|
|
2015
Q1 | $36K | Sell |
1,114
-55
| -5% | -$1.78K | 0.03% | 63 |
|
|
2014
Q4 | $44K | Buy |
1,169
+209
| +22% | +$7.87K | 0.03% | 56 |
|
|
2014
Q3 | $33K | Hold |
960
| – | – | 0.03% | 47 |
|
|
2014
Q2 | $32K | Hold |
960
| – | – | 0.02% | 45 |
|
|
2014
Q1 | $29K | Hold |
960
| – | – | 0.02% | 44 |
|
|
2013
Q4 | $27K | Hold |
960
| – | – | 0.03% | 47 |
|
|
2013
Q3 | $25K | Buy |
+960
| New | +$25K | 0.03% | 52 |
|