Waverly Advisors’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,700
| Closed | -$94K | – | 377 |
|
|
2015
Q3 | $94K | Hold |
2,700
| – | – | 0.06% | 78 |
|
|
2015
Q2 | $93K | Hold |
2,700
| – | – | 0.06% | 73 |
|
|
2015
Q1 | $88K | Hold |
2,700
| – | – | 0.04% | 73 |
|
|
2014
Q4 | $103K | Hold |
2,700
| – | – | 0.05% | 73 |
|
|
2014
Q3 | $92K | Hold |
2,700
| – | – | 0.05% | 152 |
|
|
2014
Q2 | $91K | Hold |
2,700
| – | – | 0.04% | 159 |
|
|
2014
Q1 | $82K | Buy |
+2,700
| New | +$82K | 0.04% | 166 |
|