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Phoenix Wealth Advisors’s UGI UGI Stock Holding History

Phoenix Wealth Advisors’s Portfolio UGI Stock Details UGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-34
Closed -$1K – 337
2021
Q3 		$1K Hold
34
– – ﹤0.01% 371
2021
Q2 		$2K Hold
34
– – ﹤0.01% 366
2021
Q1 		$1K Hold
34
– – ﹤0.01% 356
2020
Q4 		$1K Buy
+34
New +$1K ﹤0.01% 340