Avion Wealth’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-43	Closed	–	–	1351
2023 Q3	$0	Buy	43 +25	+139%	–	﹤0.01%	1206
2023 Q2	$0	Buy	18 +5	+38%	–	﹤0.01%	1039
2023 Q1	$0	Buy	+13	New	–	﹤0.01%	776