Milestone Investment Advisors’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-300	Closed	-$6.9K	–	419
2023 Q3	$6.9K	Buy	+300	New	+$6.9K	﹤0.01%	312
2023 Q2	–	Sell	-300	Closed	-$10.4K	–	414
2023 Q1	$10.4K	Buy	+300	New	+$10.4K	﹤0.01%	295