Second Half Financial Partners’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-104,327	Closed	-$4.28M	–	65
2022 Q2	$4.28M	Hold	104,327	–	–	3.29%	3
2022 Q1	$4.28M	Buy	+104,327	New	+$4.28M	3.29%	3