Bogart Wealth LLC’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 |
-4,049
| Closed | -$141K | – | 397 |
|
|
2019
Q2 | $141K | Hold |
4,049
| – | – | 0.09% | 106 |
|
|
2019
Q1 | $124K | Buy |
4,049
+122
| +3% | +$3.74K | 0.06% | 103 |
|
|
2018
Q4 | $99K | Hold |
3,927
| – | – | 0.05% | 104 |
|
|
2018
Q3 | $155K | Sell |
3,927
-60
| -2% | -$2.37K | 0.09% | 82 |
|
|
2018
Q2 | $168K | Sell |
3,987
-300
| -7% | -$12.6K | 0.1% | 74 |
|
|
2018
Q1 | $171K | Sell |
4,287
-313
| -7% | -$12.5K | 0.1% | 72 |
|
|
2017
Q4 | $213K | Sell |
4,600
-5,962
| -56% | -$276K | 0.14% | 66 |
|
|
2017
Q3 | $474K | Sell |
10,562
-639
| -6% | -$28.7K | 0.35% | 49 |
|
|
2017
Q2 | $506K | Buy |
11,201
+424
| +4% | +$19.2K | 0.32% | 48 |
|
|
2017
Q1 | $507K | Buy |
10,777
+949
| +10% | +$44.6K | 0.34% | 45 |
|
|
2016
Q4 | $471K | Buy |
+9,828
| New | +$471K | 0.32% | 46 |
|