Smith Shellnut Wilson’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,219
| Closed | -$281K | – | 145 |
|
|
2019
Q4 | $281K | Hold |
6,219
| – | – | 0.19% | 105 |
|
|
2019
Q3 | $313K | Buy |
6,219
+369
| +6% | +$18.6K | 0.23% | 86 |
|
|
2019
Q2 | $312K | Sell |
5,850
-170
| -3% | -$9.07K | 0.23% | 81 |
|
|
2019
Q1 | $334K | Buy |
6,020
+79
| +1% | +$4.38K | 0.26% | 74 |
|
|
2018
Q4 | $317K | Sell |
5,941
-79
| -1% | -$4.22K | 0.34% | 60 |
|
|
2018
Q3 | $334K | Buy |
+6,020
| New | +$334K | 0.3% | 60 |
|
|
2018
Q1 | $267K | Buy |
+6,020
| New | +$267K | 0.23% | 79 |
|