Cornerstone 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-251,487
| Closed | -$5.6M | – | 1267 |
|
2018
Q3 | $5.6M | Buy |
251,487
+48,381
| +24% | +$1.08M | 0.07% | 261 |
|
2018
Q2 | $4.87M | Buy |
203,106
+197,790
| +3,721% | +$4.74M | 0.05% | 324 |
|
2018
Q1 | $214K | Sell |
5,316
-246
| -4% | -$9.9K | 0.04% | 349 |
|
2017
Q4 | $267K | Sell |
5,562
-41
| -0.7% | -$1.97K | 0.05% | 327 |
|
2017
Q3 | $251K | Buy |
5,603
+31
| +0.6% | +$1.39K | 0.05% | 314 |
|
2017
Q2 | $249K | Sell |
5,572
-50
| -0.9% | -$2.23K | 0.06% | 311 |
|
2017
Q1 | $266K | Buy |
+5,622
| New | +$266K | 0.07% | 271 |
|