Tortoise Investment Management’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 |
-21
| Closed | -$1K | – | 604 |
|
|
2019
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 577 |
|
|
2019
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 578 |
|
|
2019
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 610 |
|
|
2019
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 604 |
|
|
2018
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 532 |
|
|
2018
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 531 |
|
|
2018
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 549 |
|
|
2018
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 526 |
|
|
2017
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 546 |
|