INR Advisory Services’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-52
| Closed | -$2K | – | 125 |
|
|
2018
Q1 | $2K | Sell |
52
-1
| -2% | -$38 | ﹤0.01% | 60 |
|
|
2017
Q4 | $2K | Buy |
53
+1
| +2% | +$38 | ﹤0.01% | 57 |
|
|
2017
Q3 | $2K | Sell |
52
-50
| -49% | -$1.92K | ﹤0.01% | 55 |
|
|
2017
Q2 | $5K | Sell |
102
-14
| -12% | -$686 | ﹤0.01% | 62 |
|
|
2017
Q1 | $6K | Buy |
116
+64
| +123% | +$3.31K | ﹤0.01% | 65 |
|
|
2016
Q4 | $2K | Buy |
52
+1
| +2% | +$38 | ﹤0.01% | 57 |
|
|
2016
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 61 |
|
|
2016
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 61 |
|
|
2016
Q1 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 48 |
|
|
2015
Q1 | – | Sell |
-1,311
| Closed | -$50K | – | 37 |
|
|
2014
Q4 | $50K | Hold |
1,311
| – | – | 0.01% | 28 |
|
|
2014
Q3 | $45K | Buy |
+1,311
| New | +$45K | 0.01% | 35 |
|