Chicago Partners Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-353
| Closed | -$14K | – | 1060 |
|
|
2018
Q3 | $14K | Buy |
353
+5
| +1% | +$198 | ﹤0.01% | 753 |
|
|
2018
Q2 | $15K | Buy |
348
+6
| +2% | +$259 | ﹤0.01% | 725 |
|
|
2018
Q1 | $14K | Buy |
342
+5
| +1% | +$205 | ﹤0.01% | 720 |
|
|
2017
Q4 | $16K | Buy |
337
+5
| +2% | +$237 | ﹤0.01% | 672 |
|
|
2017
Q3 | $15K | Buy |
+332
| New | +$15K | ﹤0.01% | 706 |
|
|
2017
Q2 | – | Sell |
-537
| Closed | -$25K | – | 841 |
|
|
2017
Q1 | $25K | Buy |
537
+4
| +0.8% | +$186 | 0.01% | 391 |
|
|
2016
Q4 | $26K | Buy |
533
+5
| +0.9% | +$244 | 0.01% | 365 |
|
|
2016
Q3 | $24K | Buy |
528
+4
| +0.8% | +$182 | 0.01% | 352 |
|
|
2016
Q2 | $24K | Buy |
524
+204
| +64% | +$9.34K | 0.01% | 302 |
|
|
2016
Q1 | $14K | Hold |
320
| – | – | 0.01% | 326 |
|
|
2015
Q4 | $11K | Hold |
320
| – | – | 0.01% | 391 |
|
|
2015
Q3 | $13K | Hold |
320
| – | – | 0.01% | 319 |
|
|
2015
Q2 | $15K | Buy |
320
+1
| +0.3% | +$47 | 0.01% | 317 |
|
|
2015
Q1 | $15K | Sell |
319
-1
| -0.3% | -$47 | 0.01% | 312 |
|
|
2014
Q4 | $15K | Buy |
+320
| New | +$15K | 0.01% | 326 |
|