TrueWealth LLC’s UGI UGI Stock Holding History

TrueWealth LLC’s Portfolio UGI Stock Details UGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$24K	Hold
2020 Q1	$20K	Hold
2019 Q4	$34K	Hold
2019 Q3	$38K	Hold
2019 Q2	$40K	Hold
2019 Q1	$42K	Hold
2018 Q4	$40K	Hold
2018 Q3	$42K	Hold
2018 Q2	$39K	Hold
2018 Q1	$33K	Sell
2017 Q4	$36K	Buy