HMS Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-22,178
| Closed | -$1.07M | – | 90 |
|
|
2017
Q2 | $1.07M | Buy |
22,178
+420
| +2% | +$20.3K | 0.95% | 33 |
|
|
2017
Q1 | $1.08M | Buy |
21,758
+72
| +0.3% | +$3.57K | 0.98% | 33 |
|
|
2016
Q4 | $999K | Buy |
21,686
+777
| +4% | +$35.8K | 1.04% | 35 |
|
|
2016
Q3 | $940K | Buy |
+20,909
| New | +$940K | 0.94% | 38 |
|