RIA Advisory Group’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-21,714	Closed	-$755K	–	133
2023 Q1	$755K	Buy	21,714 +4,356	+25%	+$151K	0.35%	44
2022 Q4	$630K	Buy	+17,358	New	+$630K	0.37%	42