Harvest Group Wealth Management’s UGI UGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-38
Closed -$1K 677
2020
Q4
$1K Hold
38
﹤0.01% 573
2020
Q3
$1K Hold
38
﹤0.01% 524
2020
Q2
$1K Buy
38
+25
+192% +$658 ﹤0.01% 430
2020
Q1
$0 Buy
+13
New ﹤0.01% 1011