Archford Capital Strategies’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 |
-1,990
| Closed | -$69K | – | 565 |
|
|
2019
Q2 | $69K | Hold |
1,990
| – | – | 0.03% | 261 |
|
|
2019
Q1 | $61K | Hold |
1,990
| – | – | 0.02% | 267 |
|
|
2018
Q4 | $50K | Sell |
1,990
-525
| -21% | -$13.2K | 0.02% | 263 |
|
|
2018
Q3 | $99K | Sell |
2,515
-1,320
| -34% | -$52K | 0.04% | 249 |
|
|
2018
Q2 | $162K | Sell |
3,835
-280
| -7% | -$11.8K | 0.06% | 216 |
|
|
2018
Q1 | $190K | Buy |
+4,115
| New | +$190K | 0.08% | 112 |
|
|
2017
Q2 | – | Sell |
-3,295
| Closed | -$155K | – | 691 |
|
|
2017
Q1 | $155K | Buy |
+3,295
| New | +$155K | 0.06% | 207 |
|
|
2016
Q4 | – | Sell |
-2,895
| Closed | -$132K | – | 782 |
|
|
2016
Q3 | $132K | Hold |
2,895
| – | – | 0.05% | 202 |
|
|
2016
Q2 | $135K | Buy |
+2,895
| New | +$135K | 0.07% | 176 |
|
|
2016
Q1 | – | Sell |
-558
| Closed | -$20K | – | 676 |
|
|
2015
Q4 | $20K | Sell |
558
-2,285
| -80% | -$81.9K | 0.01% | 374 |
|
|
2015
Q3 | $118K | Buy |
2,843
+226
| +9% | +$9.38K | 0.09% | 141 |
|
|
2015
Q2 | $120K | Sell |
2,617
-1,048
| -29% | -$48.1K | 0.09% | 141 |
|
|
2015
Q1 | $175K | Buy |
3,665
+229
| +7% | +$10.9K | 0.12% | 123 |
|
|
2014
Q4 | $165K | Buy |
3,436
+962
| +39% | +$46.2K | 0.12% | 126 |
|
|
2014
Q3 | $113K | Buy |
2,474
+862
| +53% | +$39.4K | 0.09% | 149 |
|
|
2014
Q2 | $73.2K | Buy |
1,612
+476
| +42% | +$21.6K | 0.06% | 174 |
|
|
2014
Q1 | $48K | Buy |
+1,136
| New | +$48K | 0.04% | 219 |
|