Alera Investment Advisors’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	-181	Closed	-$10K	–	953
2019 Q1	$10K	Buy	181 +34	+23%	+$1.88K	﹤0.01%	483
2018 Q4	$8K	Buy	+147	New	+$8K	﹤0.01%	504