Carolinas Wealth Consulting’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,000	Closed	-$139K	–	1013
2021 Q4	$139K	Hold	3,000	–	–	0.03%	223
2021 Q3	$129K	Hold	3,000	–	–	0.03%	212
2021 Q2	$140K	Hold	3,000	–	–	0.03%	219
2021 Q1	$124K	Buy	+3,000	New	+$124K	0.03%	228