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Annis Gardner Whiting Capital Advisors’s UGI UGI Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-332
Closed -$7.7K – 726
2023
Q3 		$7.7K Buy
+332
New +$7.7K ﹤0.01% 487