SGAM
Steinberg Global Asset Management’s UGI UGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $215K | Hold |
3,875
| – | – | 0.03% | 242 |
|
|
2018
Q4 | $207K | Hold |
3,875
| – | – | 0.04% | 227 |
|
|
2018
Q3 | $215K | Hold |
3,875
| – | – | 0.03% | 227 |
|
|
2018
Q2 | $202K | Buy |
+3,875
| New | +$202K | 0.03% | 227 |
|
|
2017
Q2 | – | Sell |
-4,127
| Closed | -$204K | – | 246 |
|
|
2017
Q1 | $204K | Buy |
+4,127
| New | +$204K | 0.03% | 228 |
|