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Old Port Advisors’s UGI UGI Stock Holding History

Old Port Advisors’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,878
Closed -$441K – 189
2019
Q4 		$441K Sell
9,878
-4,579
-32% -$204K 0.21% 107
2019
Q3 		$710K Buy
+14,457
New +$710K 0.37% 79