AWS
UGIC

Atria Wealth Solutions’s UGI Corporation UGIC Stock Holding History

Atria Wealth Solutions’s Portfolio UGIC Stock Details UGIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,893
Closed -$259K – 1984
2023
Q2 		$259K Buy
3,893
+91
+2% +$6.04K ﹤0.01% 1523
2023
Q1 		$303K Buy
3,802
+4
+0.1% +$318 ﹤0.01% 1401
2022
Q4 		$328K Buy
3,798
+686
+22% +$59.3K 0.01% 1303
2022
Q3 		$248K Buy
+3,112
New +$248K ﹤0.01% 1419