Arbor Wealth Management’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
Q2 | – | Sell |
-39,002
| Closed | -$1.2M | – | 247 |
|
|
2019
Q1 | $1.2M | Sell |
39,002
-1,963
| -5% | -$60.6K | 0.73% | 36 |
|
|
2018
Q4 | $1.04M | Sell |
40,965
-13,368
| -25% | -$338K | 0.91% | 31 |
|
|
2018
Q3 | $2.15M | Sell |
54,333
-1,000
| -2% | -$39.5K | 1.69% | 23 |
|
|
2018
Q2 | $2.22M | Buy |
55,333
+4,148
| +8% | +$167K | 1.74% | 23 |
|
|
2018
Q1 | $2.11M | Buy |
51,185
+4,242
| +9% | +$175K | 1.8% | 23 |
|
|
2017
Q4 | $2.17M | Buy |
46,943
+660
| +1% | +$30.5K | 1.65% | 25 |
|
|
2017
Q3 | $2.07M | Buy |
46,283
+3,423
| +8% | +$153K | 1.77% | 23 |
|
|
2017
Q2 | $1.87M | Buy |
42,860
+23,850
| +125% | +$1.04M | 1.77% | 23 |
|
|
2017
Q1 | $834K | Buy |
+19,010
| New | +$834K | 0.73% | 42 |
|