Capital Directions Investment Advisors’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-382	Closed	-$12K	–	206
2020 Q2	$12K	Hold	382	–	–	﹤0.01%	183
2020 Q1	$10K	Sell	382 -765	-67%	-$20K	﹤0.01%	204
2019 Q4	$52K	Hold	1,147	–	–	0.02%	130
2019 Q3	$58K	Buy	+1,147	New	+$58K	0.02%	117