Cornerstone Wealth Management’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-4,578	Closed	-$230K	–	366
2019 Q3	$230K	Buy	+4,578	New	+$230K	0.04%	307
2018 Q4	–	Sell	-155,589	Closed	-$3.32M	–	1088
2018 Q3	$3.32M	Buy	155,589 +77,024	+98%	+$1.64M	0.04%	376
2018 Q2	$1.49M	Buy	+78,565	New	+$1.49M	0.02%	633