People's United Financial’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,982
| Closed | -$332K | – | 796 |
|
|
2019
Q1 | $332K | Buy |
5,982
+100
| +2% | +$5.55K | 0.01% | 598 |
|
|
2018
Q4 | $314K | Buy |
5,882
+599
| +11% | +$32K | 0.01% | 600 |
|
|
2018
Q3 | $294K | Buy |
+5,283
| New | +$294K | 0.01% | 612 |
|
|
2017
Q3 | – | Sell |
-1,600
| Closed | -$77K | – | 902 |
|
|
2017
Q2 | $77K | Sell |
1,600
-200
| -11% | -$9.63K | ﹤0.01% | 697 |
|
|
2017
Q1 | $89K | Hold |
1,800
| – | – | ﹤0.01% | 671 |
|
|
2016
Q4 | $83K | Hold |
1,800
| – | – | ﹤0.01% | 654 |
|
|
2016
Q3 | $81K | Sell |
1,800
-300
| -14% | -$13.5K | ﹤0.01% | 514 |
|
|
2016
Q2 | $95K | Hold |
2,100
| – | – | 0.01% | 479 |
|
|
2016
Q1 | $85K | Hold |
2,100
| – | – | ﹤0.01% | 501 |
|
|
2015
Q4 | $71K | Hold |
2,100
| – | – | ﹤0.01% | 535 |
|
|
2015
Q3 | $73K | Hold |
2,100
| – | – | ﹤0.01% | 519 |
|
|
2015
Q2 | $72K | Hold |
2,100
| – | – | ﹤0.01% | 530 |
|
|
2015
Q1 | $68K | Hold |
2,100
| – | – | ﹤0.01% | 528 |
|
|
2014
Q4 | $80K | Hold |
2,100
| – | – | ﹤0.01% | 507 |
|
|
2014
Q3 | $72K | Hold |
2,100
| – | – | ﹤0.01% | 520 |
|
|
2014
Q2 | $71K | Hold |
2,100
| – | – | ﹤0.01% | 528 |
|
|
2014
Q1 | $64K | Hold |
2,100
| – | – | ﹤0.01% | 502 |
|
|
2013
Q4 | $58K | Hold |
2,100
| – | – | ﹤0.01% | 507 |
|
|
2013
Q3 | $55K | Hold |
2,100
| – | – | ﹤0.01% | 503 |
|
|
2013
Q2 | $55K | Buy |
+2,100
| New | +$55K | ﹤0.01% | 484 |
|