Vantage Investment Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $144K | Hold |
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|
2018
Q2 | $136K | Hold |
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|
2018
Q1 | $116K | Buy |
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|
2017
Q4 | $87K | Hold |
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|
2017
Q3 | $87K | Sell |
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|
2017
Q2 | $93K | Sell |
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|
2017
Q1 | $104K | Hold |
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|
2016
Q4 | $97K | Hold |
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|
2016
Q3 | $95K | Hold |
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|
2016
Q2 | $95K | Hold |
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|
2016
Q1 | $85K | Hold |
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|
2015
Q4 | $71K | Buy |
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|
2015
Q3 | $72K | Hold |
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|
2015
Q2 | $71K | Sell |
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|
2015
Q1 | $134K | Buy |
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|
2014
Q4 | $78K | Sell |
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|
2014
Q3 | $75K | Sell |
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|
2014
Q2 | $74K | Hold |
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|
2014
Q1 | $67K | Hold |
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|
2013
Q4 | $61K | Buy |
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