Cornerstone Advisors (Washington)’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $28K | Sell |
858
-155
| -15% | -$5.06K | ﹤0.01% | 338 |
|
|
2020
Q2 | $32K | Buy |
1,013
+11
| +1% | +$347 | ﹤0.01% | 335 |
|
|
2020
Q1 | $27K | Buy |
1,002
+946
| +1,689% | +$25.5K | ﹤0.01% | 301 |
|
|
2019
Q4 | $3K | Sell |
56
-24
| -30% | -$1.29K | ﹤0.01% | 556 |
|
|
2019
Q3 | $4K | Sell |
80
-312
| -80% | -$15.6K | ﹤0.01% | 522 |
|
|
2019
Q2 | $21K | Hold |
392
| – | – | ﹤0.01% | 623 |
|
|
2019
Q1 | $22K | Buy |
392
+207
| +112% | +$11.6K | ﹤0.01% | 588 |
|
|
2018
Q4 | $10K | Buy |
185
+59
| +47% | +$3.19K | ﹤0.01% | 648 |
|
|
2018
Q3 | $7K | Buy |
126
+52
| +70% | +$2.89K | ﹤0.01% | 719 |
|
|
2018
Q2 | $4K | Buy |
74
+38
| +106% | +$2.05K | ﹤0.01% | 770 |
|
|
2018
Q1 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 856 |
|
|
2016
Q4 | – | Sell |
-34
| Closed | -$2K | – | 981 |
|
|
2016
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 807 |
|
|
2016
Q2 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 759 |
|
|
2014
Q4 | – | Sell |
-28
| Closed | -$1K | – | 779 |
|
|
2014
Q3 | $1K | Sell |
28
-1
| -3% | -$36 | ﹤0.01% | 567 |
|
|
2014
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 610 |
|
|
2014
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 546 |
|
|
2013
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 336 |
|