Regal Investment Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-300
| Closed | -$10K | – | 837 |
|
|
2015
Q3 | $10K | Sell |
300
-375
| -56% | -$12.5K | ﹤0.01% | 697 |
|
|
2015
Q2 | $23K | Buy |
+675
| New | +$23K | 0.01% | 535 |
|
|
2013
Q4 | – | Sell |
-26
| Closed | -$1K | – | 959 |
|
|
2013
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 843 |
|
|
2013
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 857 |
|