Fiduciary Planning’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-840	Closed	-$34K	–	247
2021 Q1	$34K	Buy	840 +7	+0.8%	+$283	0.05%	93
2020 Q4	$29K	Buy	833 +9	+1%	+$313	0.04%	97
2020 Q3	$27K	Buy	+824	New	+$27K	0.04%	81