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Worth Asset Management’s UGI UGI Stock Holding History

Worth Asset Management’s Portfolio UGI Stock Details UGI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,150
Closed -$83K – 569
2022
Q2 		$83K Hold
2,150
– – 0.06% 145
2022
Q1 		$81K Buy
+2,150
New +$81K 0.05% 153