TD Capital Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-286
| Closed | -$14K | – | 280 |
|
|
2019
Q3 | $14K | Buy |
+286
| New | +$14K | ﹤0.01% | 166 |
|
|
2013
Q4 | – | Sell |
-4,367
| Closed | -$114K | – | 194 |
|
|
2013
Q3 | $114K | Buy |
4,367
+33
| +0.8% | +$861 | 0.03% | 80 |
|
|
2013
Q2 | $113K | Buy |
+4,334
| New | +$113K | 0.03% | 72 |
|