Mackay Shields LLC’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-33,433
| Closed | -$1.79M | – | 1500 |
|
|
2019
Q2 | $1.79M | Sell |
33,433
-107,971
| -76% | -$5.76M | 0.01% | 938 |
|
|
2019
Q1 | $7.84M | Sell |
141,404
-7,230
| -5% | -$401K | 0.06% | 387 |
|
|
2018
Q4 | $7.93M | Buy |
148,634
+101,454
| +215% | +$5.41M | 0.06% | 360 |
|
|
2018
Q3 | $2.62M | Buy |
47,180
+7,583
| +19% | +$421K | 0.02% | 641 |
|
|
2018
Q2 | $2.06M | Buy |
+39,597
| New | +$2.06M | 0.01% | 760 |
|