Lifestyle Asset Management’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-23,916	Closed	-$887K	–	86
2022 Q4	$887K	Buy	+23,916	New	+$887K	0.71%	35