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Taylor Hoffman Wealth Management’s UGI UGI Stock Holding History

Taylor Hoffman Wealth Management’s Portfolio UGI Stock Details UGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-268
Closed -$9K – 339
2020
Q2 		$9K Buy
+268
New +$9K 0.01% 297
2020
Q1 		– Sell
-268
Closed -$12K – 356
2019
Q4 		$12K Hold
268
– – 0.01% 305
2019
Q3 		$13K Buy
+268
New +$13K 0.01% 291