Lehman Financial Resources’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-600
| Closed | -$20K | – | 328 |
|
|
2015
Q3 | $20K | Hold |
600
| – | – | 0.01% | 249 |
|
|
2015
Q2 | $20K | Hold |
600
| – | – | 0.01% | 253 |
|
|
2015
Q1 | $20K | Hold |
600
| – | – | 0.01% | 253 |
|
|
2014
Q4 | $23K | Hold |
600
| – | – | 0.01% | 226 |
|
|
2014
Q3 | $20K | Hold |
600
| – | – | 0.01% | 242 |
|
|
2014
Q2 | $20K | Hold |
600
| – | – | 0.01% | 236 |
|
|
2014
Q1 | $18K | Hold |
600
| – | – | 0.01% | 238 |
|
|
2013
Q4 | $17K | Hold |
600
| – | – | 0.01% | 234 |
|
|
2013
Q3 | $16K | Hold |
600
| – | – | 0.01% | 227 |
|
|
2013
Q2 | $16K | Buy |
+600
| New | +$16K | 0.01% | 197 |
|