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Advisor Partners II’s UGI UGI Stock Holding History

Advisor Partners II’s Portfolio UGI Stock Details UGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,191
Closed -$285K – 1131
2023
Q1 		$285K Buy
8,191
+298
+4% +$10.4K 0.02% 761
2022
Q4 		$293K Buy
7,893
+1,020
+15% +$37.8K 0.02% 698
2022
Q3 		$222K Buy
+6,873
New +$222K 0.02% 727