Kanaly Trust’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $5K | Sell |
115
-91
| -44% | -$3.96K | ﹤0.01% | 673 |
|
|
2016
Q3 | $9K | Hold |
206
| – | – | ﹤0.01% | 556 |
|
|
2016
Q2 | $9K | Hold |
206
| – | – | ﹤0.01% | 555 |
|
|
2016
Q1 | $8K | Sell |
206
-23
| -10% | -$893 | ﹤0.01% | 587 |
|
|
2015
Q4 | $8K | Sell |
229
-6
| -3% | -$210 | ﹤0.01% | 602 |
|
|
2015
Q3 | $8K | Hold |
235
| – | – | ﹤0.01% | 578 |
|
|
2015
Q2 | $8K | Buy |
+235
| New | +$8K | ﹤0.01% | 577 |
|