Fiduciary Alliance’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	-68	Closed	-$1.83K	–	900
2023 Q2	$1.83K	Buy	+68	New	+$1.83K	﹤0.01%	811
2023 Q1	–	Sell	-14	Closed	-$519	–	827
2022 Q4	$519	Buy	+14	New	+$519	﹤0.01%	845