Safeguard Investment Advisory 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	-964	Closed	-$33K	–	669
2020 Q4	$33K	Buy	+964	New	+$33K	0.03%	249