MB Financial Bank - Trust Department’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 |
-225
| Closed | -$8K | – | 628 |
|
|
2015
Q3 | $8K | Hold |
225
| – | – | ﹤0.01% | 390 |
|
|
2015
Q2 | $8K | Hold |
225
| – | – | ﹤0.01% | 390 |
|
|
2015
Q1 | $7K | Hold |
225
| – | – | ﹤0.01% | 379 |
|
|
2014
Q4 | $9K | Sell |
225
-150
| -40% | -$6K | ﹤0.01% | 385 |
|
|
2014
Q3 | $16K | Buy |
375
+150
| +67% | +$6.4K | ﹤0.01% | 465 |
|
|
2014
Q2 | $8K | Buy |
+225
| New | +$8K | ﹤0.01% | 457 |
|