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Continuum Advisory’s UGI UGI Stock Holding History

Continuum Advisory’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-268
Closed -$8.86K – 1494
2025
Q1 		$8.86K Sell
268
-60
-18% -$1.98K ﹤0.01% 1008
2024
Q4 		$9.26K Buy
+328
New +$9.26K ﹤0.01% 1006