Edge Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-249
| Closed | -$11K | – | 915 |
|
|
2018
Q1 | $11K | Buy |
249
+20
| +9% | +$884 | ﹤0.01% | 704 |
|
|
2017
Q4 | $10K | Buy |
229
+60
| +36% | +$2.62K | ﹤0.01% | 743 |
|
|
2017
Q3 | $7K | Buy |
169
+37
| +28% | +$1.53K | ﹤0.01% | 745 |
|
|
2017
Q2 | $6K | Sell |
132
-10
| -7% | -$455 | ﹤0.01% | 794 |
|
|
2017
Q1 | $7K | Hold |
142
| – | – | ﹤0.01% | 793 |
|
|
2016
Q4 | $6K | Buy |
+142
| New | +$6K | ﹤0.01% | 726 |
|