Verity Asset Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-6,423
| Closed | -$209K | – | 118 |
|
|
2015
Q1 | $209K | Buy |
+6,423
| New | +$209K | 0.2% | 71 |
|
|
2014
Q4 | – | Sell |
-18,048
| Closed | -$615K | – | 102 |
|
|
2014
Q3 | $615K | Buy |
18,048
+3,673
| +26% | +$125K | 0.69% | 35 |
|
|
2014
Q2 | $483K | Buy |
+14,375
| New | +$483K | 0.53% | 33 |
|