Reilly Financial Advisors’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$14K	Hold	300	–	–	﹤0.01%	648
2021 Q3	$13K	Hold	300	–	–	﹤0.01%	623
2021 Q2	$14K	Hold	300	–	–	﹤0.01%	630
2021 Q1	$12K	Hold	300	–	–	﹤0.01%	668
2020 Q4	$10K	Hold	300	–	–	﹤0.01%	632
2020 Q3	$10K	Hold	300	–	–	﹤0.01%	580
2020 Q2	$10K	Hold	300	–	–	﹤0.01%	590
2020 Q1	$8K	Hold	300	–	–	﹤0.01%	605
2019 Q4	$14K	Hold	300	–	–	﹤0.01%	577
2019 Q3	$15K	Sell	300 -1,145	-79%	-$57.3K	﹤0.01%	568
2019 Q2	$77K	Buy	1,445 +6	+0.4%	+$320	0.01%	284
2019 Q1	$80K	Buy	1,439 +5	+0.3%	+$278	0.01%	268
2018 Q4	$76K	Buy	1,434 +6	+0.4%	+$318	0.01%	261
2018 Q3	$79K	Buy	1,428 +1,128	+376%	+$62.4K	0.01%	283
2018 Q2	$16K	Hold	300	–	–	﹤0.01%	570
2018 Q1	$13K	Hold	300	–	–	﹤0.01%	597
2017 Q4	$14K	Hold	300	–	–	﹤0.01%	585
2017 Q3	$14K	Hold	300	–	–	﹤0.01%	572
2017 Q2	$15K	Buy	+300	New	+$15K	﹤0.01%	570