QS Investors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $348K | Hold |
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|
2021
Q1 | $308K | Hold |
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|
2020
Q4 | $263K | Sell |
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|
2020
Q3 | $304K | Hold |
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|
2020
Q2 | $293K | Sell |
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|
2020
Q1 | $251K | Hold |
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|
2019
Q4 | $421K | Sell |
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|
2019
Q3 | $6.29M | Buy |
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|
2019
Q2 | $6.64M | Buy |
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|
2019
Q1 | $987K | Buy |
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|
2018
Q4 | $426K | Sell |
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|
2018
Q3 | $444K | Hold |
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|
2018
Q2 | $417K | Hold |
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|
2018
Q1 | $356K | Hold |
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|
2017
Q4 | $376K | Hold |
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|
2017
Q3 | $375K | Hold |
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|
2017
Q2 | $388K | Hold |
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|
2017
Q1 | $396K | Buy |
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|
2016
Q4 | $134K | Hold |
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|
2016
Q3 | $132K | Sell |
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|
2016
Q2 | $488K | Sell |
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|
2016
Q1 | $1.38M | Sell |
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|
2015
Q4 | $2.83M | Sell |
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|
2015
Q3 | $3.46M | Sell |
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|
2015
Q2 | $5.27M | Buy |
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|
2015
Q1 | $257K | Hold |
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|
2014
Q4 | $300K | Buy |
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