TLP Group’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-460
| Closed | -$26K | – | 348 |
|
|
2018
Q3 | $26K | Sell |
460
-261
| -36% | -$14.8K | 0.04% | 196 |
|
|
2018
Q2 | $38K | Sell |
721
-5,112
| -88% | -$269K | 0.06% | 223 |
|
|
2018
Q1 | $259K | Buy |
5,833
+1,799
| +45% | +$79.9K | 0.18% | 110 |
|
|
2017
Q4 | $189K | Sell |
4,034
-2,030
| -33% | -$95.1K | 0.13% | 122 |
|
|
2017
Q3 | $284K | Buy |
+6,064
| New | +$284K | 0.18% | 97 |
|
|
2016
Q3 | – | Sell |
-12,670
| Closed | -$573K | – | 382 |
|
|
2016
Q2 | $573K | Buy |
+12,670
| New | +$573K | 0.39% | 80 |
|