AWM
APU
Avior Wealth Management’s AmeriGas Partners, L.P. APU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,700
| Closed | -$79K | – | 847 |
|
|
2017
Q4 | $79K | Hold |
1,700
| – | – | 0.02% | 459 |
|
|
2017
Q3 | $76K | Hold |
1,700
| – | – | 0.03% | 190 |
|
|
2017
Q2 | $77K | Hold |
1,700
| – | – | 0.03% | 163 |
|
|
2017
Q1 | $80K | Hold |
1,700
| – | – | 0.03% | 194 |
|
|
2016
Q4 | $81K | Hold |
1,700
| – | – | 0.03% | 175 |
|
|
2016
Q3 | $78K | Hold |
1,700
| – | – | 0.03% | 190 |
|
|
2016
Q2 | $79K | Hold |
1,700
| – | – | 0.03% | 175 |
|
|
2016
Q1 | $74K | Hold |
1,700
| – | – | 0.03% | 172 |
|
|
2015
Q4 | $58K | Hold |
1,700
| – | – | 0.03% | 168 |
|
|
2015
Q3 | $71K | Hold |
1,700
| – | – | 0.04% | 149 |
|
|
2015
Q2 | $78K | Hold |
1,700
| – | – | 0.06% | 111 |
|
|
2015
Q1 | $81K | Hold |
1,700
| – | – | 0.06% | 107 |
|
|
2014
Q4 | $81K | Hold |
1,700
| – | – | 0.06% | 109 |
|
|
2014
Q3 | $78K | Hold |
1,700
| – | – | 0.07% | 107 |
|
|
2014
Q2 | $77K | Hold |
1,700
| – | – | 0.06% | 108 |
|
|
2014
Q1 | $72K | Buy |
+1,700
| New | +$72K | 0.06% | 104 |
|