Proficio Capital Partners’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-366
| Closed | -$20K | – | 1449 |
|
|
2019
Q2 | $20K | Sell |
366
-51
| -12% | -$2.79K | 0.01% | 692 |
|
|
2019
Q1 | $23K | Sell |
417
-92
| -18% | -$5.07K | 0.01% | 600 |
|
|
2018
Q4 | $27K | Buy |
509
+92
| +22% | +$4.88K | 0.01% | 464 |
|
|
2018
Q3 | $23K | Sell |
417
-78
| -16% | -$4.3K | 0.01% | 549 |
|
|
2018
Q2 | $26K | Hold |
495
| – | – | 0.01% | 523 |
|
|
2018
Q1 | $22K | Sell |
495
-81
| -14% | -$3.6K | 0.01% | 564 |
|
|
2017
Q4 | $27K | Sell |
576
-441
| -43% | -$20.7K | 0.01% | 497 |
|
|
2017
Q3 | $48K | Sell |
1,017
-201
| -17% | -$9.49K | 0.02% | 384 |
|
|
2017
Q2 | $62K | Buy |
1,218
+212
| +21% | +$10.8K | 0.03% | 337 |
|
|
2017
Q1 | $50K | Buy |
1,006
+506
| +101% | +$25.1K | 0.02% | 384 |
|
|
2016
Q4 | $23K | Hold |
500
| – | – | 0.01% | 413 |
|
|
2016
Q3 | $23K | Hold |
500
| – | – | 0.01% | 403 |
|
|
2016
Q2 | $23K | Buy |
500
+479
| +2,281% | +$22K | 0.01% | 411 |
|
|
2016
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 953 |
|