Quad-Cities Investment Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,948
| Closed | -$148K | – | 669 |
|
|
2019
Q3 | $148K | Hold |
2,948
| – | – | 0.13% | 171 |
|
|
2019
Q2 | $157K | Hold |
2,948
| – | – | 0.14% | 159 |
|
|
2019
Q1 | $164K | Sell |
2,948
-267
| -8% | -$14.9K | 0.15% | 149 |
|
|
2018
Q4 | $172K | Hold |
3,215
| – | – | 0.18% | 122 |
|
|
2018
Q3 | $179K | Hold |
3,215
| – | – | 0.16% | 144 |
|
|
2018
Q2 | $167K | Buy |
+3,215
| New | +$167K | 0.16% | 149 |
|