National Penn Investors Trust’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $462K | Hold |
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|
2015
Q4 | $387K | Buy |
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|
2015
Q3 | $362K | Sell |
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|
2015
Q2 | $391K | Hold |
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|
2015
Q1 | $370K | Hold |
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|
2014
Q4 | $431K | Sell |
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|
2014
Q3 | $443K | Sell |
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|
2014
Q2 | $438K | Sell |
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|
2014
Q1 | $462K | Sell |
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|
2013
Q4 | $2.17M | Sell |
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|
2013
Q3 | $2.12M | Buy |
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|
2013
Q2 | $1.72M | Buy |
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