Essex Savings Bank’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,600	Closed	-$139K	–	576
2019 Q2	$139K	Hold	2,600	–	–	0.05%	285
2019 Q1	$144K	Hold	2,600	–	–	0.08%	178
2018 Q4	$139K	Buy	+2,600	New	+$139K	0.09%	168