CT Financial Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $44.5K | Hold |
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|
2016
Q4 | $41.5K | Hold |
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|
2016
Q3 | $40.7K | Hold |
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|
2016
Q2 | $40.7K | Hold |
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|
2016
Q1 | $36.3K | Hold |
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|
2015
Q4 | $30.4K | Hold |
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|
2015
Q3 | $31.3K | Hold |
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|
2015
Q2 | $31K | Hold |
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|
2015
Q1 | $29.3K | Hold |
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|
2014
Q4 | $34.2K | Buy |
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|
2014
Q1 | $29.3K | Buy |
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