Orrstown Financial Services’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,069
| Closed | -$164K | – | 233 |
|
|
2018
Q4 | $164K | Buy |
3,069
+682
| +29% | +$36.4K | 0.25% | 78 |
|
|
2018
Q3 | $132K | Sell |
2,387
-39
| -2% | -$2.16K | 0.17% | 92 |
|
|
2018
Q2 | $126K | Sell |
2,426
-65
| -3% | -$3.38K | 0.16% | 98 |
|
|
2018
Q1 | $111K | Buy |
2,491
+2,402
| +2,699% | +$107K | 0.13% | 107 |
|
|
2017
Q4 | $4K | Sell |
89
-10
| -10% | -$449 | ﹤0.01% | 265 |
|
|
2017
Q3 | $5K | Buy |
99
+49
| +98% | +$2.48K | 0.01% | 261 |
|
|
2017
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 264 |
|