CT Financial Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $44.5K | Hold |
900
| – | – | 0.03% | 286 |
|
|
2016
Q4 | $41.5K | Hold |
900
| – | – | 0.03% | 289 |
|
|
2016
Q3 | $40.7K | Hold |
900
| – | – | 0.02% | 288 |
|
|
2016
Q2 | $40.7K | Hold |
900
| – | – | 0.03% | 291 |
|
|
2016
Q1 | $36.3K | Hold |
900
| – | – | 0.02% | 321 |
|
|
2015
Q4 | $30.4K | Hold |
900
| – | – | 0.02% | 340 |
|
|
2015
Q3 | $31.3K | Hold |
900
| – | – | 0.02% | 337 |
|
|
2015
Q2 | $31K | Hold |
900
| – | – | 0.02% | 351 |
|
|
2015
Q1 | $29.3K | Hold |
900
| – | – | 0.02% | 354 |
|
|
2014
Q4 | $34.2K | Buy |
+900
| New | +$34.2K | 0.03% | 271 |
|
|
2014
Q1 | $29.3K | Buy |
+1,350
| New | +$29.3K | 0.02% | 354 |
|