Whitnell & Co’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $169K | Hold |
3,750
| – | – | 0.05% | 156 |
|
|
2019
Q3 | $189K | Hold |
3,750
| – | – | 0.06% | 152 |
|
|
2019
Q2 | $200K | Hold |
3,750
| – | – | 0.07% | 143 |
|
|
2019
Q1 | $208K | Hold |
3,750
| – | – | 0.08% | 138 |
|
|
2018
Q4 | $200K | Hold |
3,750
| – | – | 0.09% | 133 |
|
|
2018
Q3 | $208K | Hold |
3,750
| – | – | 0.08% | 122 |
|
|
2018
Q2 | $195K | Buy |
+3,750
| New | +$195K | 0.08% | 127 |
|