TFO Wealth Partners’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,385	Closed	-$152K	–	173
2019 Q4	$152K	Buy	+3,385	New	+$152K	0.14%	38