Partnervest Advisory Services’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-270
| Closed | -$9K | – | 741 |
|
|
2014
Q2 | $9K | Hold |
270
| – | – | ﹤0.01% | 705 |
|
|
2014
Q1 | $8K | Sell |
270
-15
| -5% | -$444 | ﹤0.01% | 706 |
|
|
2013
Q4 | $8K | Hold |
285
| – | – | ﹤0.01% | 687 |
|
|
2013
Q3 | $7K | Sell |
285
-75
| -21% | -$1.84K | ﹤0.01% | 726 |
|
|
2013
Q2 | $9K | Buy |
+360
| New | +$9K | ﹤0.01% | 626 |
|