DC Investments Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,689
| Closed | -$286K | – | 311 |
|
|
2019
Q3 | $286K | Sell |
5,689
-341
| -6% | -$17.1K | 0.17% | 259 |
|
|
2019
Q2 | $322K | Sell |
6,030
-5,812
| -49% | -$310K | 0.18% | 225 |
|
|
2019
Q1 | $656K | Hold |
11,842
| – | – | 0.42% | 69 |
|
|
2018
Q4 | $632K | Buy |
11,842
+596
| +5% | +$31.8K | 0.51% | 37 |
|
|
2018
Q3 | $624K | Sell |
11,246
-580
| -5% | -$32.2K | 0.42% | 48 |
|
|
2018
Q2 | $616K | Buy |
+11,826
| New | +$616K | 0.39% | 48 |
|