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Parsec Financial Management’s UGI UGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-4,950
Closed -$228K 203
2016
Q4
$228K Hold
4,950
0.02% 190
2016
Q3
$224K Buy
4,950
+450
+10% +$20.4K 0.02% 187
2016
Q2
$204K Buy
+4,500
New +$204K 0.02% 177