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