Clearview Wealth Advisors’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	-85	Closed	-$2.29K	–	606
2023 Q2	$2.29K	Hold	85	–	–	﹤0.01%	513
2023 Q1	$2.96K	Hold	85	–	–	﹤0.01%	484
2022 Q4	$3.15K	Buy	+85	New	+$3.15K	﹤0.01%	440