Exencial Wealth Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
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|
2015
Q3 | $214K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $222K | Sell |
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|
2014
Q4 | $353K | Sell |
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|
2014
Q3 | $1.57M | Sell |
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|
2014
Q2 | $1.58M | Sell |
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|
2014
Q1 | $1.49M | Sell |
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|
2013
Q4 | $1.41M | Sell |
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|
2013
Q3 | $1.38M | Sell |
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|
2013
Q2 | $1.51M | Buy |
|