Beacon Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-54,159
| Closed | -$2.62M | – | 192 |
|
2014
Q4 | $2.62M | Sell |
54,159
-825
| -2% | -$39.8K | 0.54% | 64 |
|
2014
Q3 | $2.5M | Buy |
54,984
+2,931
| +6% | +$133K | 0.54% | 60 |
|
2014
Q2 | $2.35M | Sell |
52,053
-419
| -0.8% | -$18.9K | 0.52% | 63 |
|
2014
Q1 | $2.2M | Sell |
52,472
-2,809
| -5% | -$118K | 0.45% | 60 |
|
2013
Q4 | $2.4M | Buy |
55,281
+1,763
| +3% | +$76.5K | 0.46% | 57 |
|
2013
Q3 | $2.24M | Buy |
+53,518
| New | +$2.24M | 0.48% | 56 |
|