Wintrust Investments’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,584
| Closed | -$352K | – | 383 |
|
|
2019
Q2 | $352K | Hold |
6,584
| – | – | 0.05% | 262 |
|
|
2019
Q1 | $365K | Hold |
6,584
| – | – | 0.06% | 247 |
|
|
2018
Q4 | $351K | Sell |
6,584
-83
| -1% | -$4.43K | 0.07% | 235 |
|
|
2018
Q3 | $370K | Buy |
6,667
+20
| +0.3% | +$1.11K | 0.06% | 256 |
|
|
2018
Q2 | $346K | Buy |
+6,647
| New | +$346K | 0.06% | 261 |
|