Sage Capital Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,743
| Closed | -$541K | – | 92 |
|
|
2018
Q3 | $541K | Hold |
9,743
| – | – | 0.34% | 58 |
|
|
2018
Q2 | $507K | Hold |
9,743
| – | – | 0.35% | 58 |
|
|
2018
Q1 | $433K | Hold |
9,743
| – | – | 0.31% | 59 |
|
|
2017
Q4 | $457K | Hold |
9,743
| – | – | 0.3% | 62 |
|
|
2017
Q3 | $457K | Buy |
+9,743
| New | +$457K | 0.32% | 62 |
|