Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-53,273
| Closed | -$2.43M | – | 975 |
|
|
2016
Q3 | $2.43M | Buy |
53,273
+3,727
| +8% | +$170K | 0.3% | 75 |
|
|
2016
Q2 | $2.3M | Buy |
49,546
+5,658
| +13% | +$263K | 0.31% | 72 |
|
|
2016
Q1 | $1.91M | Buy |
43,888
+6,958
| +19% | +$303K | 0.26% | 97 |
|
|
2015
Q4 | $1.26M | Sell |
36,930
-13,330
| -27% | -$453K | 0.17% | 149 |
|
|
2015
Q3 | $2.09M | Buy |
50,260
+864
| +2% | +$36K | 0.28% | 76 |
|
|
2015
Q2 | $2.25M | Sell |
49,396
-1,592
| -3% | -$72.6K | 0.29% | 73 |
|
|
2015
Q1 | $2.2M | Buy |
50,988
+931
| +2% | +$40.2K | 0.63% | 33 |
|
|
2014
Q4 | $2.41M | Buy |
+50,057
| New | +$2.41M | 0.37% | 52 |
|