Eagle Global Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-90,198
| Closed | -$4.08M | – | 386 |
|
|
2016
Q2 | $4.08M | Sell |
90,198
-144
| -0.2% | -$6.52K | 0.12% | 118 |
|
|
2016
Q1 | $3.64M | Sell |
90,342
-898
| -1% | -$36.2K | 0.13% | 118 |
|
|
2015
Q4 | $3.08M | Buy |
91,240
+352
| +0.4% | +$11.9K | 0.11% | 126 |
|
|
2015
Q3 | $3.17M | Sell |
90,888
-2,059
| -2% | -$71.7K | 0.1% | 128 |
|
|
2015
Q2 | $3.2M | Sell |
92,947
-1,783
| -2% | -$61.4K | 0.08% | 138 |
|
|
2015
Q1 | $3.09M | Buy |
+94,730
| New | +$3.09M | 0.08% | 136 |
|