Oakbrook Investments’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $519K | Hold |
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|
2019
Q3 | $578K | Buy |
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|
2019
Q2 | $513K | Buy |
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|
2019
Q1 | $526K | Hold |
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|
2018
Q4 | $507K | Sell |
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|
2018
Q3 | $611K | Buy |
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|
2018
Q2 | $422K | Buy |
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|
2018
Q1 | $356K | Buy |
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|
2017
Q4 | $345K | Sell |
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|
2017
Q3 | $354K | Buy |
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|
2017
Q2 | $351K | Sell |
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|
2017
Q1 | $363K | Sell |
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|
2016
Q4 | $410K | Buy |
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|
2016
Q3 | $398K | Sell |
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|
2016
Q2 | $400K | Buy |
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|
2016
Q1 | $312K | Sell |
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|
2015
Q4 | $289K | Buy |
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|
2015
Q3 | $294K | Buy |
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|
2015
Q2 | $288K | Buy |
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|
2015
Q1 | $265K | Buy |
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|
2014
Q4 | $294K | Buy |
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|
2014
Q3 | $261K | Sell |
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|
2014
Q2 | $313K | Sell |
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|
2014
Q1 | $292K | Sell |
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|
2013
Q4 | $281K | Sell |
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|
2013
Q3 | $298K | Sell |
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|
2013
Q2 | $357K | Buy |
|