Integrated Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-180
| Closed | -$8K | – | 963 |
|
|
2016
Q3 | $8K | Hold |
180
| – | – | ﹤0.01% | 816 |
|
|
2016
Q2 | $8K | Hold |
180
| – | – | ﹤0.01% | 826 |
|
|
2016
Q1 | $7K | Hold |
180
| – | – | ﹤0.01% | 793 |
|
|
2015
Q4 | $6K | Hold |
180
| – | – | ﹤0.01% | 903 |
|
|
2015
Q3 | $6K | Hold |
180
| – | – | ﹤0.01% | 906 |
|
|
2015
Q2 | $6K | Hold |
180
| – | – | ﹤0.01% | 925 |
|
|
2015
Q1 | $5K | Buy |
+180
| New | +$5K | ﹤0.01% | 942 |
|