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Confluence Wealth Services’s UGI UGI Stock Holding History

Confluence Wealth Services’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,731
Closed -$79K – 1098
2021
Q4 		$79K Buy
+1,731
New +$79K 0.03% 370