FRG Family Wealth Advisors’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7	Closed	-$179	–	348
2024 Q1	$179	Buy	+7	New	+$179	﹤0.01%	365