Signature Estate & Investment Advisors’s UGI UGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-10,784
Closed -$522K 157
2017
Q2
$522K Buy
10,784
+1,239
+13% +$60K 0.06% 99
2017
Q1
$472K Buy
9,545
+1,799
+23% +$89K 0.06% 97
2016
Q4
$357K Buy
7,746
+2,041
+36% +$94.1K 0.05% 100
2016
Q3
$258K Buy
+5,705
New +$258K 0.04% 114