Tyers Asset Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $866K | Buy |
17,232
+240
| +1% | +$12.1K | 0.03% | 355 |
|
|
2019
Q2 | $907K | Sell |
16,992
-9,456
| -36% | -$505K | 0.03% | 352 |
|
|
2019
Q1 | $1.47M | Buy |
26,448
+10,368
| +64% | +$575K | 0.05% | 255 |
|
|
2018
Q4 | $858K | Buy |
16,080
+512
| +3% | +$27.3K | 0.03% | 301 |
|
|
2018
Q3 | $864K | Buy |
15,568
+2,448
| +19% | +$136K | 0.03% | 327 |
|
|
2018
Q2 | $683K | Buy |
13,120
+496
| +4% | +$25.8K | 0.02% | 364 |
|
|
2018
Q1 | $561K | Hold |
12,624
| – | – | 0.02% | 391 |
|
|
2017
Q4 | $593K | Buy |
12,624
+1,328
| +12% | +$62.4K | 0.02% | 395 |
|
|
2017
Q3 | $529K | Sell |
11,296
-3,680
| -25% | -$172K | 0.02% | 392 |
|
|
2017
Q2 | $725K | Buy |
14,976
+224
| +2% | +$10.8K | 0.03% | 331 |
|
|
2017
Q1 | $729K | Sell |
14,752
-2,288
| -13% | -$113K | 0.03% | 324 |
|
|
2016
Q4 | $785K | Buy |
+17,040
| New | +$785K | 0.03% | 288 |
|