DWA
Dorsey Wright & Associates’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-24,751
| Closed | -$1.2M | – | 154 |
|
|
2017
Q2 | $1.2M | Buy |
24,751
+493
| +2% | +$23.9K | 0.37% | 102 |
|
|
2017
Q1 | $1.2M | Buy |
24,258
+3,124
| +15% | +$154K | 0.41% | 103 |
|
|
2016
Q4 | $974K | Buy |
21,134
+3,327
| +19% | +$153K | 0.41% | 92 |
|
|
2016
Q3 | $806K | Buy |
17,807
+503
| +3% | +$22.8K | 0.38% | 65 |
|
|
2016
Q2 | $783K | Buy |
+17,304
| New | +$783K | 0.42% | 55 |
|
|
2015
Q1 | – | Sell |
-51,505
| Closed | -$1.96M | – | 133 |
|
|
2014
Q4 | $1.96M | Buy |
+51,505
| New | +$1.96M | 0.9% | 26 |
|
|
2013
Q4 | – | Sell |
-26,630
| Closed | -$1.04K | – | 142 |
|
|
2013
Q3 | $1.04K | Buy |
26,630
+346
| +1% | +$14 | 0.15% | 57 |
|
|
2013
Q2 | $1.03M | Buy |
+26,284
| New | +$1.03M | 0.17% | 56 |
|