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Texas Yale Capital Corp’s UGI UGI Stock Holding History

Texas Yale Capital Corp’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-32,198
Closed -$1.45M – 442
2019
Q4 		$1.45M Sell
32,198
-850
-3% -$38.9K 0.1% 195
2019
Q3 		$1.66M Buy
33,048
+2,098
+7% +$105K 0.12% 161
2019
Q2 		$1.65M Sell
30,950
-30,950
-50% -$1.65M 0.12% 161
2019
Q1 		$3.43M Buy
61,900
+30,950
+100% +$1.69M 0.14% 147
2018
Q4 		$1.65M Hold
30,950
– – 0.15% 131
2018
Q3 		$1.72M Hold
30,950
– – 0.14% 146
2018
Q2 		$1.61M Hold
30,950
– – 0.14% 141
2018
Q1 		$1.38M Hold
30,950
– – 0.12% 170
2017
Q4 		$1.45M Hold
30,950
– – 0.13% 159
2017
Q3 		$1.45M Hold
30,950
– – 0.13% 157
2017
Q2 		$1.5M Hold
30,950
– – 0.13% 141
2017
Q1 		$1.53M Buy
30,950
+950
+3% +$45.2K 0.13% 140
2016
Q4 		$1.38M Buy
+30,000
New +$1.34M 0.13% 143

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