JOYN Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-438
| Closed | -$23K | – | 1331 |
|
|
2018
Q4 | $23K | Buy |
438
+136
| +45% | +$7.14K | 0.01% | 615 |
|
|
2018
Q3 | $17K | Buy |
302
+85
| +39% | +$4.79K | ﹤0.01% | 753 |
|
|
2018
Q2 | $11K | Buy |
217
+210
| +3,000% | +$10.6K | ﹤0.01% | 885 |
|
|
2018
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1413 |
|