Arete Wealth Advisors’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$203K	Buy	+5,552	New	+$203K	0.01%	687
2022 Q1	–	Sell	-4,553	Closed	-$208K	–	553
2021 Q4	$208K	Buy	+4,553	New	+$208K	0.02%	469