Wealthspire Advisors (Maryland)’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-702
| Closed | -$39K | – | 1979 |
|
|
2019
Q1 | $39K | Sell |
702
-305
| -30% | -$16.9K | ﹤0.01% | 991 |
|
|
2018
Q4 | $54K | Sell |
1,007
-109
| -10% | -$5.85K | ﹤0.01% | 830 |
|
|
2018
Q3 | $62K | Hold |
1,116
| – | – | 0.01% | 887 |
|
|
2018
Q2 | $58K | Buy |
1,116
+303
| +37% | +$15.7K | 0.01% | 922 |
|
|
2018
Q1 | $36K | Buy |
813
+159
| +24% | +$7.04K | ﹤0.01% | 1109 |
|
|
2017
Q4 | $31K | Buy |
654
+189
| +41% | +$8.96K | ﹤0.01% | 1183 |
|
|
2017
Q3 | $22K | Buy |
465
+10
| +2% | +$473 | ﹤0.01% | 1279 |
|
|
2017
Q2 | $22K | Hold |
455
| – | – | ﹤0.01% | 1243 |
|
|
2017
Q1 | $22K | Buy |
455
+265
| +139% | +$12.8K | ﹤0.01% | 1058 |
|
|
2016
Q4 | $9K | Sell |
190
-20
| -10% | -$947 | ﹤0.01% | 1266 |
|
|
2016
Q3 | $10K | Buy |
210
+76
| +57% | +$3.62K | ﹤0.01% | 1254 |
|
|
2016
Q2 | $6K | Sell |
134
-5
| -4% | -$224 | ﹤0.01% | 1315 |
|
|
2016
Q1 | $6K | Hold |
139
| – | – | ﹤0.01% | 1314 |
|
|
2015
Q4 | $5K | Buy |
+139
| New | +$5K | ﹤0.01% | 1368 |
|