First National Bank & Trust Co of Newtown’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,081
| Closed | -$205K | – | 122 |
|
|
2019
Q3 | $205K | Buy |
+4,081
| New | +$205K | 0.06% | 116 |
|
|
2019
Q2 | – | Sell |
-3,708
| Closed | -$205K | – | 123 |
|
|
2019
Q1 | $205K | Buy |
+3,708
| New | +$205K | 0.06% | 115 |
|
|
2018
Q4 | – | Sell |
-3,708
| Closed | -$206K | – | 127 |
|
|
2018
Q3 | $206K | Buy |
+3,708
| New | +$206K | 0.05% | 124 |
|