High Note Wealth’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.92K	Sell	190 -6	-3%	-$219	﹤0.01%	346
2025 Q1	$6.48K	Sell	196 -21	-10%	-$695	﹤0.01%	353
2024 Q4	$6.13K	Buy	+217	New	+$6.13K	﹤0.01%	375