Madison Investment Holdings’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,500
| Closed | -$249K | – | 230 |
|
|
2019
Q1 | $249K | Hold |
4,500
| – | – | ﹤0.01% | 216 |
|
|
2018
Q4 | $240K | Hold |
4,500
| – | – | ﹤0.01% | 223 |
|
|
2018
Q3 | $250K | Hold |
4,500
| – | – | ﹤0.01% | 251 |
|
|
2018
Q2 | $234K | Buy |
+4,500
| New | +$234K | ﹤0.01% | 251 |
|
|
2018
Q1 | – | Sell |
-4,500
| Closed | -$211K | – | 259 |
|
|
2017
Q4 | $211K | Hold |
4,500
| – | – | ﹤0.01% | 257 |
|
|
2017
Q3 | $211K | Hold |
4,500
| – | – | ﹤0.01% | 250 |
|
|
2017
Q2 | $218K | Hold |
4,500
| – | – | ﹤0.01% | 242 |
|
|
2017
Q1 | $222K | Hold |
4,500
| – | – | ﹤0.01% | 247 |
|
|
2016
Q4 | $207K | Hold |
4,500
| – | – | ﹤0.01% | 246 |
|
|
2016
Q3 | $204K | Hold |
4,500
| – | – | ﹤0.01% | 242 |
|
|
2016
Q2 | $204K | Buy |
+4,500
| New | +$204K | ﹤0.01% | 240 |
|