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Balasa Dinverno & Foltz’s UGI UGI Stock Holding History

Balasa Dinverno & Foltz’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,533
Closed -$254K – 361
2021
Q4 		$254K Buy
+5,533
New +$254K 0.02% 294