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Engrave Wealth Partners’s UGI UGI Stock Holding History

Engrave Wealth Partners’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-934
Closed -$42K – 477
2019
Q4 		$42K Buy
+934
New +$42K 0.04% 145