Peddock Capital Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,264
| Closed | -$79K | – | 276 |
|
|
2020
Q4 | $79K | Buy |
+2,264
| New | +$79K | 0.04% | 147 |
|
|
2020
Q1 | – | Sell |
-1,654
| Closed | -$75K | – | 225 |
|
|
2019
Q4 | $75K | Buy |
+1,654
| New | +$75K | 0.04% | 144 |
|
|
2019
Q2 | – | Sell |
-1,654
| Closed | -$92K | – | 222 |
|
|
2019
Q1 | $92K | Hold |
1,654
| – | – | 0.05% | 144 |
|
|
2018
Q4 | $88K | Hold |
1,654
| – | – | 0.05% | 146 |
|
|
2018
Q3 | $92K | Hold |
1,654
| – | – | 0.04% | 153 |
|
|
2018
Q2 | $86K | Hold |
1,654
| – | – | 0.04% | 156 |
|
|
2018
Q1 | $73K | Hold |
1,654
| – | – | 0.04% | 156 |
|
|
2017
Q4 | $78K | Hold |
1,654
| – | – | 0.04% | 154 |
|
|
2017
Q3 | $78K | Hold |
1,654
| – | – | 0.04% | 153 |
|
|
2017
Q2 | $80K | Hold |
1,654
| – | – | 0.04% | 152 |
|
|
2017
Q1 | $82K | Hold |
1,654
| – | – | 0.05% | 128 |
|
|
2016
Q4 | $76K | Hold |
1,654
| – | – | 0.04% | 129 |
|
|
2016
Q3 | $75K | Buy |
+1,654
| New | +$75K | 0.05% | 131 |
|