Endurance Wealth Management’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 |
-1,500
| Closed | -$67K | – | 512 |
|
|
2018
Q1 | $67K | Hold |
1,500
| – | – | 0.01% | 256 |
|
|
2017
Q4 | $70K | Hold |
1,500
| – | – | 0.01% | 247 |
|
|
2017
Q3 | $70K | Hold |
1,500
| – | – | 0.01% | 246 |
|
|
2017
Q2 | $73K | Hold |
1,500
| – | – | 0.01% | 243 |
|
|
2017
Q1 | $74K | Hold |
1,500
| – | – | 0.01% | 238 |
|
|
2016
Q4 | $69K | Hold |
1,500
| – | – | 0.01% | 242 |
|
|
2016
Q3 | $66K | Hold |
1,500
| – | – | 0.01% | 249 |
|
|
2016
Q2 | $68K | Hold |
1,500
| – | – | 0.01% | 243 |
|
|
2016
Q1 | $60 | Hold |
1,500
| – | – | 0.01% | 247 |
|
|
2015
Q4 | $51K | Hold |
1,500
| – | – | 0.01% | 260 |
|
|
2015
Q3 | $54K | Hold |
1,500
| – | – | 0.01% | 260 |
|
|
2015
Q2 | $52K | Buy |
+1,500
| New | +$52K | 0.01% | 266 |
|