Affiance Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,395
| Closed | -$203K | – | 83 |
|
|
2017
Q4 | $203K | Sell |
4,395
-55
| -1% | -$2.54K | 0.15% | 79 |
|
|
2017
Q3 | $200K | Hold |
4,450
| – | – | 0.16% | 76 |
|
|
2017
Q2 | $201K | Buy |
4,450
+102
| +2% | +$4.61K | 0.16% | 73 |
|
|
2017
Q1 | $205K | Sell |
4,348
-6,646
| -60% | -$313K | 0.16% | 77 |
|
|
2016
Q4 | $527K | Hold |
10,994
| – | – | 0.42% | 40 |
|
|
2016
Q3 | $502K | Sell |
10,994
-45
| -0.4% | -$2.06K | 0.41% | 39 |
|
|
2016
Q2 | $516K | Sell |
11,039
-375
| -3% | -$17.5K | 0.44% | 39 |
|
|
2016
Q1 | $496K | Buy |
11,414
+280
| +3% | +$12.2K | 0.48% | 39 |
|
|
2015
Q4 | $382K | Buy |
11,134
+4,443
| +66% | +$152K | 0.39% | 56 |
|
|
2015
Q3 | $278K | Buy |
6,691
+45
| +0.7% | +$1.87K | 0.35% | 61 |
|
|
2015
Q2 | $304K | Hold |
6,646
| – | – | 0.39% | 68 |
|
|
2015
Q1 | $317K | Hold |
6,646
| – | – | 0.48% | 61 |
|
|
2014
Q4 | $318K | Buy |
+6,646
| New | +$318K | 0.56% | 52 |
|