Sugarloaf Wealth Management’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	-26	Closed	-$904	–	719
2023 Q1	$904	Hold	26	–	–	﹤0.01%	643
2022 Q4	$964	Buy	+26	New	+$964	﹤0.01%	709