Pinnacle Summer Investments’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-6,705
| Closed | -$248K | – | 1025 |
|
|
2014
Q4 | $248K | Hold |
6,705
| – | – | 0.03% | 281 |
|
|
2014
Q3 | $229K | Hold |
6,705
| – | – | 0.03% | 310 |
|
|
2014
Q2 | $222K | Hold |
6,705
| – | – | 0.03% | 296 |
|
|
2014
Q1 | $209K | Hold |
6,705
| – | – | 0.03% | 260 |
|
|
2013
Q4 | $185K | Hold |
6,705
| – | – | 0.03% | 262 |
|
|
2013
Q3 | $175K | Buy |
+6,705
| New | +$175K | 0.03% | 250 |
|