Wheatland Advisors’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-11,500	Closed	-$578K	–	99
2019 Q3	$578K	Hold	11,500	–	–	0.52%	62
2019 Q2	$614K	Hold	11,500	–	–	0.46%	64
2019 Q1	$637K	Hold	11,500	–	–	0.49%	60
2018 Q4	$614K	Sell	11,500 -300	-3%	-$16K	0.54%	59
2018 Q3	$655K	Sell	11,800 -100	-0.8%	-$5.55K	0.49%	64
2018 Q2	$620K	Sell	11,900 -300	-2%	-$15.6K	0.5%	63
2018 Q1	$542K	Hold	12,200	–	–	0.45%	65
2017 Q4	$573K	Hold	12,200	–	–	0.46%	63
2017 Q3	$572K	Hold	12,200	–	–	0.49%	64
2017 Q2	$591K	Hold	12,200	–	–	0.53%	59
2017 Q1	$603K	Sell	12,200 -5,400	-31%	-$267K	0.54%	58
2016 Q4	$811K	Sell	17,600 -300	-2%	-$13.8K	0.72%	49
2016 Q3	$810K	Hold	17,900	–	–	0.76%	48
2016 Q2	$810K	Hold	17,900	–	–	0.78%	46
2016 Q1	$721K	Hold	17,900	–	–	0.74%	50
2015 Q4	$604K	Sell	17,900 -283	-2%	-$9.55K	0.62%	55
2015 Q3	$633K	Hold	18,183	–	–	0.69%	53
2015 Q2	$626K	Hold	18,183	–	–	0.6%	58
2015 Q1	$593K	Sell	18,183 -150	-0.8%	-$4.89K	0.59%	55
2014 Q4	$696K	Hold	18,333	–	–	0.68%	52
2014 Q3	$625K	Hold	18,333	–	–	0.62%	54
2014 Q2	$1.16M	Hold	18,333	–	–	1.05%	39
2014 Q1	$557K	Hold	18,333	–	–	0.57%	56
2013 Q4	$507K	Buy	+18,333	New	+$507K	0.53%	58