Hefty Wealth Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $14K | Hold |
307
| – | – | 0.01% | 177 |
|
|
2017
Q4 | $14K | Hold |
307
| – | – | 0.01% | 176 |
|
|
2017
Q3 | $14K | Hold |
307
| – | – | 0.01% | 172 |
|
|
2017
Q2 | $14K | Hold |
307
| – | – | 0.01% | 157 |
|
|
2017
Q1 | $15K | Hold |
307
| – | – | 0.01% | 160 |
|
|
2016
Q4 | $14K | Hold |
307
| – | – | 0.01% | 153 |
|
|
2016
Q3 | $13K | Hold |
307
| – | – | 0.01% | 165 |
|
|
2016
Q2 | $13K | Hold |
307
| – | – | 0.01% | 136 |
|
|
2016
Q1 | $12K | Hold |
307
| – | – | 0.01% | 146 |
|
|
2015
Q4 | $10K | Buy |
+307
| New | +$10K | 0.01% | 142 |
|