Univest Financial’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	-5,400	Closed	-$249K	–	136
2019 Q4	$249K	Buy	+5,400	New	+$249K	0.11%	92
2019 Q2	–	Sell	-5,400	Closed	-$299K	–	112
2019 Q1	$299K	Hold	5,400	–	–	0.1%	98
2018 Q4	$288K	Hold	5,400	–	–	0.11%	102
2018 Q3	$300K	Hold	5,400	–	–	0.09%	95
2018 Q2	$281K	Hold	5,400	–	–	0.11%	89
2018 Q1	$240K	Hold	5,400	–	–	0.1%	86
2017 Q4	$254K	Hold	5,400	–	–	0.1%	88
2017 Q3	$253K	Hold	5,400	–	–	0.11%	85
2017 Q2	$261K	Hold	5,400	–	–	0.11%	84
2017 Q1	$267K	Hold	5,400	–	–	0.12%	85
2016 Q4	$249K	Hold	5,400	–	–	0.11%	92
2016 Q3	$244K	Hold	5,400	–	–	0.11%	83
2016 Q2	$244K	Hold	5,400	–	–	0.11%	87
2016 Q1	$218K	Buy	+5,400	New	+$218K	0.1%	89
2015 Q1	–	Sell	-5,400	Closed	-$205K	–	90
2014 Q4	$205K	Buy	+5,400	New	+$205K	0.09%	81