MW
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Milestone Wealth’s UGI UGI Stock Holding History

Milestone Wealth’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$4K Hold
122
– – ﹤0.01% 217
2022
Q2 		$5K Hold
122
– – 0.01% 207
2022
Q1 		$6K Hold
122
– – ﹤0.01% 229
2021
Q4 		$6K Buy
+122
New +$6K ﹤0.01% 229