SMG
Spectrum Management Group’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-10,815
| Closed | -$489K | – | 97 |
|
|
2016
Q3 | $489K | Hold |
10,815
| – | – | 0.2% | 66 |
|
|
2016
Q2 | $489K | Buy |
10,815
+400
| +4% | +$18.1K | 0.2% | 72 |
|
|
2016
Q1 | $420K | Buy |
10,415
+965
| +10% | +$38.9K | 0.16% | 56 |
|
|
2015
Q4 | $319K | Buy |
9,450
+4,935
| +109% | +$167K | 0.12% | 53 |
|
|
2015
Q3 | $157K | Buy |
+4,515
| New | +$157K | 0.08% | 54 |
|