OneDigital Investment Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-603
| Closed | -$32K | – | 1073 |
|
|
2019
Q2 | $32K | Hold |
603
| – | – | ﹤0.01% | 667 |
|
|
2019
Q1 | $33K | Hold |
603
| – | – | ﹤0.01% | 596 |
|
|
2018
Q4 | $32K | Hold |
603
| – | – | 0.01% | 557 |
|
|
2018
Q3 | $33K | Hold |
603
| – | – | 0.01% | 512 |
|
|
2018
Q2 | $31K | Hold |
603
| – | – | 0.01% | 662 |
|
|
2018
Q1 | $27K | Hold |
603
| – | – | 0.01% | 706 |
|
|
2017
Q4 | $28K | Hold |
603
| – | – | ﹤0.01% | 684 |
|
|
2017
Q3 | $28K | Hold |
603
| – | – | 0.01% | 532 |
|
|
2017
Q2 | $29K | Buy |
+603
| New | +$29K | 0.01% | 624 |
|