Monetary Management Group’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-500	Closed	-$17K	–	324
2020 Q4	$17K	Hold	500	–	–	0.01%	287
2020 Q3	$16K	Hold	500	–	–	0.01%	272
2020 Q2	$16K	Hold	500	–	–	0.01%	266
2020 Q1	$13K	Hold	500	–	–	0.01%	258
2019 Q4	$23K	Hold	500	–	–	0.01%	259
2019 Q3	$25K	Hold	500	–	–	0.01%	255
2019 Q2	$27K	Hold	500	–	–	0.01%	257
2019 Q1	$28K	Hold	500	–	–	0.01%	247
2018 Q4	$27K	Hold	500	–	–	0.01%	245
2018 Q3	$28K	Hold	500	–	–	0.01%	259
2018 Q2	$26K	Hold	500	–	–	0.01%	264
2018 Q1	$22K	Hold	500	–	–	0.01%	268
2017 Q4	$23K	Hold	500	–	–	0.01%	263
2017 Q3	$23K	Sell	500 -550	-52%	-$25.3K	0.01%	260
2017 Q2	$51K	Hold	1,050	–	–	0.02%	227
2017 Q1	$52K	Hold	1,050	–	–	0.02%	223
2016 Q4	$48K	Hold	1,050	–	–	0.02%	227
2016 Q3	$48K	Hold	1,050	–	–	0.02%	224
2016 Q2	$48K	Hold	1,050	–	–	0.02%	225
2016 Q1	$42K	Hold	1,050	–	–	0.02%	232
2015 Q4	$35K	Hold	1,050	–	–	0.02%	250
2015 Q3	$37K	Hold	1,050	–	–	0.02%	249
2015 Q2	$36K	Hold	1,050	–	–	0.02%	270
2015 Q1	$34K	Hold	1,050	–	–	0.02%	288
2014 Q4	$40K	Hold	1,050	–	–	0.02%	281
2014 Q3	$36K	Hold	1,050	–	–	0.02%	285
2014 Q2	$35K	Hold	1,050	–	–	0.02%	287
2014 Q1	$32K	Buy	+1,050	New	+$32K	0.01%	254