Winslow Evans & Crocker’s UGI UGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$5K	Hold	140	–	–	﹤0.01%	1107
2020 Q3	$5K	Hold	140	–	–	﹤0.01%	893
2020 Q2	$4K	Hold	140	–	–	﹤0.01%	943
2020 Q1	$4K	Hold	140	–	–	﹤0.01%	944
2019 Q4	$8K	Hold	140	–	–	﹤0.01%	894
2019 Q3	$8K	Buy	+140	New	+$8K	﹤0.01%	877
2019 Q2	–	Sell	-82	Closed	-$6K	–	1338
2019 Q1	$6K	Hold	82	–	–	﹤0.01%	963
2018 Q4	$6K	Hold	82	–	–	﹤0.01%	899
2018 Q3	$6K	Hold	82	–	–	﹤0.01%	921
2018 Q2	$6K	Hold	82	–	–	﹤0.01%	927
2018 Q1	$3.6K	Hold	82	–	–	﹤0.01%	952
2017 Q4	$3.8K	Hold	82	–	–	﹤0.01%	961
2017 Q3	$3.8K	Buy	82 +1	+1%	+$46	﹤0.01%	969
2017 Q2	$3.92K	Sell	81 -1	-1%	-$48	﹤0.01%	1097
2017 Q1	$4K	Hold	82	–	–	﹤0.01%	1064
2016 Q4	$3.73K	Hold	82	–	–	﹤0.01%	1068
2016 Q3	$3.67K	Hold	82	–	–	﹤0.01%	1112
2016 Q2	$3.67K	Buy	82 +1	+1%	+$45	﹤0.01%	1090
2016 Q1	$3.26K	Sell	81 -1	-1%	-$40	﹤0.01%	1104
2015 Q4	$2.74K	Hold	82	–	–	﹤0.01%	1184
2015 Q3	$2.82K	Hold	82	–	–	﹤0.01%	1123
2015 Q2	$2.79K	Hold	82	–	–	﹤0.01%	1170
2015 Q1	$2.64K	Hold	82	–	–	﹤0.01%	1147
2014 Q4	$3.08K	Hold	82	–	–	﹤0.01%	1138
2014 Q3	$2.76K	Buy	82 +1	+1%	+$34	﹤0.01%	1223
2014 Q2	$2.73K	Hold	81	–	–	﹤0.01%	1156
2014 Q1	$2.46K	Hold	81	–	–	﹤0.01%	1140
2013 Q4	$2K	Buy	+81	New	+$2K	﹤0.01%	1310