Center for Financial Planning’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-49	Closed	-$2K	–	664
2022 Q3	$2K	Buy	+49	New	+$2K	﹤0.01%	563
2020 Q1	–	Sell	-1,563	Closed	-$71K	–	603
2019 Q4	$71K	Buy	+1,563	New	+$71K	0.02%	162