Cary Street Partners Investment Advisory’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,165	Closed	-$31.4K	–	1927
2023 Q2	$31.4K	Hold	1,165	–	–	﹤0.01%	932
2023 Q1	$40.5K	Hold	1,165	–	–	﹤0.01%	796
2022 Q4	$43.2K	Buy	+1,165	New	+$43.2K	﹤0.01%	781