Stonebridge Financial Planning Group’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-127	Closed	-$4K	–	413
2020 Q1	$4K	Sell	127 -1,913	-94%	-$60.3K	﹤0.01%	374
2019 Q4	$92K	Buy	+2,040	New	+$92K	0.08%	136