CWM

Compass Wealth Management’s UGI UGI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-73	Closed	-$1.97K	–	415
2023 Q2	$1.97K	Hold	73	–	–	﹤0.01%	388
2023 Q1	$2.54K	Hold	73	–	–	﹤0.01%	396
2022 Q4	$2.71K	Buy	+73	New	+$2.71K	﹤0.01%	395