Donoghue Forlines’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-31,481
| Closed | -$1.1M | – | 307 |
|
|
2020
Q4 | $1.1M | Buy |
+31,481
| New | +$1.1M | 0.21% | 126 |
|
|
2019
Q4 | – | Sell |
-88,688
| Closed | -$4.46M | – | 206 |
|
|
2019
Q3 | $4.46M | Sell |
88,688
-31,818
| -26% | -$1.6M | 0.63% | 33 |
|
|
2019
Q2 | $6.44M | Buy |
+120,506
| New | +$6.44M | 0.75% | 54 |
|