DFPG Investments’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,044	Closed	-$245K	–	598
2023 Q1	$245K	Buy	7,044 +1,055	+18%	+$36.7K	0.03%	474
2022 Q4	$246K	Buy	+5,989	New	+$246K	0.04%	393