AWMS
APU
Advocacy Wealth Management Services’s AmeriGas Partners, L.P. APU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-500
| Closed | -$17K | – | 190 |
|
|
2019
Q2 | $17K | Hold |
500
| – | – | 0.01% | 108 |
|
|
2019
Q1 | $16K | Sell |
500
-100
| -17% | -$3.2K | 0.02% | 94 |
|
|
2018
Q4 | $15K | Hold |
600
| – | – | 0.01% | 100 |
|
|
2018
Q3 | $24K | Hold |
600
| – | – | 0.01% | 78 |
|
|
2018
Q2 | $25K | Hold |
600
| – | – | 0.02% | 71 |
|
|
2018
Q1 | $24K | Hold |
600
| – | – | 0.02% | 75 |
|
|
2017
Q4 | $28K | Sell |
600
-1,000
| -63% | -$46.7K | 0.02% | 81 |
|
|
2017
Q3 | $72K | Sell |
1,600
-100
| -6% | -$4.5K | 0.03% | 53 |
|
|
2017
Q2 | $77K | Hold |
1,700
| – | – | 0.03% | 57 |
|
|
2017
Q1 | $80K | Buy |
1,700
+500
| +42% | +$23.5K | 0.03% | 56 |
|
|
2016
Q4 | $58K | Sell |
1,200
-100
| -8% | -$4.83K | 0.02% | 68 |
|
|
2016
Q3 | $59K | Sell |
1,300
-6,217
| -83% | -$282K | 0.02% | 103 |
|
|
2016
Q2 | $351K | Sell |
7,517
-3,050
| -29% | -$142K | 0.18% | 48 |
|
|
2016
Q1 | $459K | Sell |
10,567
-6,278
| -37% | -$273K | 0.32% | 52 |
|
|
2015
Q4 | $583K | Buy |
+16,845
| New | +$583K | 0.66% | 44 |
|
|
2013
Q3 | $219K | Sell |
5,075
-1,100
| -18% | -$47.5K | 0.6% | 35 |
|
|
2013
Q2 | $305K | Buy |
+6,175
| New | +$305K | 1.22% | 22 |
|