B.O.S.S. Retirement Advisors’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-53,659	Closed	-$1.87M	–	272
2023 Q1	$1.87M	Buy	53,659 +1,870	+4%	+$65K	0.44%	89
2022 Q4	$1.92M	Buy	+51,789	New	+$1.92M	0.49%	74