Glen Eagle Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-256
| Closed | -$8.14K | – | 962 |
|
|
2020
Q2 | $8.14K | Buy |
256
+31
| +14% | +$986 | ﹤0.01% | 598 |
|
|
2020
Q1 | $6K | Hold |
225
| – | – | ﹤0.01% | 593 |
|
|
2019
Q4 | $10.2K | Hold |
225
| – | – | 0.01% | 577 |
|
|
2019
Q3 | $11.3K | Hold |
225
| – | – | 0.01% | 492 |
|
|
2019
Q2 | $12K | Hold |
225
| – | – | 0.01% | 473 |
|
|
2019
Q1 | $12.5K | Hold |
225
| – | – | 0.01% | 450 |
|
|
2018
Q4 | $12K | Hold |
225
| – | – | 0.01% | 433 |
|
|
2018
Q3 | $12.5K | Hold |
225
| – | – | 0.01% | 440 |
|
|
2018
Q2 | $11.7K | Hold |
225
| – | – | 0.01% | 436 |
|
|
2018
Q1 | $10K | Hold |
225
| – | – | 0.01% | 437 |
|
|
2017
Q4 | $10.6K | Hold |
225
| – | – | 0.01% | 424 |
|
|
2017
Q3 | $10.5K | Hold |
225
| – | – | 0.01% | 425 |
|
|
2017
Q2 | $10.9K | Hold |
225
| – | – | 0.01% | 384 |
|
|
2017
Q1 | $11.1K | Hold |
225
| – | – | 0.01% | 355 |
|
|
2016
Q4 | $10.4K | Buy |
+225
| New | +$10.4K | 0.01% | 353 |
|