FDx 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 |
-11,673
| Closed | -$519K | – | 1095 |
|
|
2018
Q1 | $519K | Buy |
11,673
+2
| +0% | +$89 | 0.02% | 736 |
|
|
2017
Q4 | $548K | Hold |
11,671
| – | – | 0.01% | 768 |
|
|
2017
Q3 | $547K | Buy |
+11,671
| New | +$547K | 0.02% | 764 |
|
|
2016
Q4 | – | Sell |
-14,222
| Closed | -$643K | – | 1163 |
|
|
2016
Q3 | $643K | Sell |
14,222
-1,155
| -8% | -$52.2K | 0.03% | 538 |
|
|
2016
Q2 | $696K | Sell |
15,377
-2,930
| -16% | -$133K | 0.03% | 477 |
|
|
2016
Q1 | $738K | Buy |
+18,307
| New | +$738K | 0.03% | 466 |
|