Tiedemann Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,699
| Closed | -$533K | – | 320 |
|
|
2019
Q4 | $533K | Sell |
11,699
-144
| -1% | -$6.56K | 0.03% | 209 |
|
|
2019
Q3 | $596K | Buy |
+11,843
| New | +$596K | 0.03% | 209 |
|
|
2019
Q2 | – | Sell |
-80,121
| Closed | -$4.47M | – | 418 |
|
|
2019
Q1 | $4.47M | Sell |
80,121
-24,977
| -24% | -$1.39M | 0.21% | 79 |
|
|
2018
Q4 | $5.65M | Sell |
105,098
-65,942
| -39% | -$3.54M | 0.29% | 63 |
|
|
2018
Q3 | $9.53M | Buy |
171,040
+12,700
| +8% | +$708K | 0.56% | 36 |
|
|
2018
Q2 | $8.29M | Buy |
158,340
+74,370
| +89% | +$3.89M | 0.53% | 45 |
|
|
2018
Q1 | $3.75M | Buy |
83,970
+48,910
| +140% | +$2.18M | 0.26% | 64 |
|
|
2017
Q4 | $1.66M | Buy |
35,060
+11,380
| +48% | +$537K | 0.13% | 88 |
|
|
2017
Q3 | $1.12M | Buy |
23,680
+501
| +2% | +$23.6K | 0.1% | 141 |
|
|
2017
Q2 | $1.12M | Sell |
23,179
-3,697
| -14% | -$179K | 0.08% | 196 |
|
|
2017
Q1 | $1.33M | Sell |
26,876
-2,724
| -9% | -$135K | 0.11% | 152 |
|
|
2016
Q4 | $1.36M | Buy |
+29,600
| New | +$1.36M | 0.14% | 119 |
|