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Simplicity Wealth’s UGI UGI Stock Holding History

Simplicity Wealth’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,405
Closed -$215K – 1159
2024
Q2 		$215K Sell
9,405
-98,096
-91% -$2.25M ﹤0.01% 1076
2024
Q1 		$2.64M Buy
+107,501
New +$2.64M 0.06% 297