Mendota Financial Group’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,917	Closed	-$142K	–	379
2023 Q1	$142K	Hold	3,917	–	–	0.14%	61
2022 Q4	$145K	Buy	+3,917	New	+$145K	0.18%	56