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Turtle Creek Wealth Advisors’s UGI UGI Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,596
Closed -$63.9K – 781
2023
Q4 		$63.9K Buy
+2,596
New +$63.9K 0.02% 247