AWA
UGI icon

Amplius Wealth Advisors’s UGI UGI Stock Holding History

Amplius Wealth Advisors’s Portfolio UGI Stock Details UGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,647
Closed -$167K – 857
2021
Q4 		$167K Buy
+3,647
New +$167K 0.02% 201