1834 Investment Advisors’s AmeriGas Partners, L.P. APU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-90
| Closed | -$3K | – | 511 |
|
|
2019
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 414 |
|
|
2019
Q1 | $3K | Sell |
90
-750
| -89% | -$25K | ﹤0.01% | 390 |
|
|
2018
Q4 | $21K | Sell |
840
-1,900
| -69% | -$47.5K | ﹤0.01% | 321 |
|
|
2018
Q3 | $108K | Buy |
2,740
+1,350
| +97% | +$53.2K | 0.02% | 231 |
|
|
2018
Q2 | $59K | Hold |
1,390
| – | – | 0.01% | 264 |
|
|
2018
Q1 | $56K | Sell |
1,390
-1,200
| -46% | -$48.3K | 0.01% | 262 |
|
|
2017
Q4 | $120K | Buy |
+2,590
| New | +$120K | 0.02% | 222 |
|
|
2015
Q3 | – | Sell |
-4,900
| Closed | -$224K | – | 205 |
|
|
2015
Q2 | $224K | Hold |
4,900
| – | – | 0.06% | 145 |
|
|
2015
Q1 | $234K | Buy |
4,900
+700
| +17% | +$33.4K | 0.06% | 150 |
|
|
2014
Q4 | $201K | Buy |
+4,200
| New | +$201K | 0.06% | 153 |
|