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Executive Wealth Management’s UGI UGI Stock Holding History

Executive Wealth Management’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-180
Closed -$10K – 744
2019
Q2 		$10K Hold
180
– – ﹤0.01% 612
2019
Q1 		$10K Hold
180
– – ﹤0.01% 558
2018
Q4 		$10K Buy
+180
New +$10K ﹤0.01% 574