LA
Legacy Advisors’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,551
| Closed | -$137K | – | 313 |
|
|
2019
Q2 | $137K | Hold |
2,551
| – | – | 0.09% | 136 |
|
|
2019
Q1 | $142K | Buy |
+2,551
| New | +$142K | 0.05% | 131 |
|
|
2018
Q4 | – | Sell |
-2,551
| Closed | -$142K | – | 378 |
|
|
2018
Q3 | $142K | Hold |
2,551
| – | – | 0.07% | 161 |
|
|
2018
Q2 | $133K | Hold |
2,551
| – | – | 0.1% | 116 |
|
|
2018
Q1 | $115K | Hold |
2,551
| – | – | 0.08% | 113 |
|
|
2017
Q4 | $120K | Hold |
2,551
| – | – | 0.12% | 77 |
|
|
2017
Q3 | $120K | Hold |
2,551
| – | – | 0.13% | 71 |
|
|
2017
Q2 | $124K | Hold |
2,551
| – | – | 0.16% | 67 |
|
|
2017
Q1 | $126K | Hold |
2,551
| – | – | 0.17% | 57 |
|
|
2016
Q4 | $118K | Buy |
+2,551
| New | +$118K | 0.16% | 63 |
|