Eaton Financial Holdings’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-34,007	Closed	-$837K	–	150
2023 Q4	$837K	Buy	34,007 +4,624	+16%	+$114K	0.2%	100
2023 Q3	$676K	Buy	+29,383	New	+$676K	0.18%	106