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Polaris Wealth Advisory Group’s UGI UGI Stock Holding History

Polaris Wealth Advisory Group’s Portfolio UGI Stock Details UGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-97,726
Closed -$3.33M – 87
2014
Q3 		$3.33M Buy
97,726
+12,728
+15% +$434K 0.75% 25
2014
Q2 		$2.86M Buy
84,998
+5,393
+7% +$182K 0.64% 23
2014
Q1 		$2.42M Buy
+79,605
New +$2.42M 0.57% 28