Harvest Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $262K | Hold |
4,920
| – | – | 0.08% | 83 |
|
|
2019
Q1 | $273K | Hold |
4,920
| – | – | 0.09% | 85 |
|
|
2018
Q4 | $262K | Hold |
4,920
| – | – | 0.1% | 80 |
|
|
2018
Q3 | $273K | Hold |
4,920
| – | – | 0.09% | 89 |
|
|
2018
Q2 | $256K | Hold |
4,920
| – | – | 0.09% | 90 |
|
|
2018
Q1 | $219K | Hold |
4,920
| – | – | 0.09% | 80 |
|
|
2017
Q4 | $231K | Hold |
4,920
| – | – | 0.09% | 82 |
|
|
2017
Q3 | $231K | Hold |
4,920
| – | – | 0.09% | 84 |
|
|
2017
Q2 | $238K | Hold |
4,920
| – | – | 0.1% | 85 |
|
|
2017
Q1 | $243K | Hold |
4,920
| – | – | 0.1% | 87 |
|
|
2016
Q4 | $226K | Hold |
4,920
| – | – | 0.1% | 85 |
|
|
2016
Q3 | $216K | Hold |
4,920
| – | – | 0.1% | 84 |
|
|
2016
Q2 | $222K | Buy |
+4,920
| New | +$222K | 0.1% | 82 |
|