One Wealth Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,575
| Closed | -$88K | – | 445 |
|
|
2018
Q3 | $88K | Sell |
1,575
-12
| -0.8% | -$670 | 0.07% | 206 |
|
|
2018
Q2 | $83K | Sell |
1,587
-26
| -2% | -$1.36K | 0.07% | 213 |
|
|
2018
Q1 | $72K | Sell |
1,613
-114
| -7% | -$5.09K | 0.06% | 216 |
|
|
2017
Q4 | $81K | Buy |
+1,727
| New | +$81K | 0.07% | 228 |
|