Washington Trust Bank’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-146
| Closed | -$6K | – | 743 |
|
|
2018
Q1 | $6K | Buy |
+146
| New | +$6K | ﹤0.01% | 660 |
|
|
2017
Q1 | – | Sell |
-27
| Closed | -$1K | – | 954 |
|
|
2016
Q4 | $1K | Sell |
27
-26
| -49% | -$963 | ﹤0.01% | 908 |
|
|
2016
Q3 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 765 |
|