Elevation Wealth Partners’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-236	Closed	-$6.37K	–	364
2023 Q2	$6.37K	Hold	236	–	–	0.01%	273
2023 Q1	$8.2K	Buy	+236	New	+$8.2K	0.01%	270