Creative Planning’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 |
-30,518
| Closed | -$1.06M | – | 1985 |
|
|
2019
Q2 | $1.06M | Sell |
30,518
-331
| -1% | -$11.5K | ﹤0.01% | 735 |
|
|
2019
Q1 | $952K | Sell |
30,849
-5,100
| -14% | -$157K | ﹤0.01% | 748 |
|
|
2018
Q4 | $910K | Buy |
35,949
+2,299
| +7% | +$58.2K | ﹤0.01% | 706 |
|
|
2018
Q3 | $1.33M | Sell |
33,650
-1,193
| -3% | -$47.1K | ﹤0.01% | 632 |
|
|
2018
Q2 | $1.47M | Sell |
34,843
-831
| -2% | -$35.1K | 0.01% | 555 |
|
|
2018
Q1 | $1.43M | Sell |
35,674
-644
| -2% | -$25.7K | 0.01% | 558 |
|
|
2017
Q4 | $1.68M | Sell |
36,318
-10,006
| -22% | -$463K | 0.01% | 509 |
|
|
2017
Q3 | $2.08M | Buy |
46,324
+1,084
| +2% | +$48.7K | 0.01% | 441 |
|
|
2017
Q2 | $2.04M | Sell |
45,240
-2,785
| -6% | -$126K | 0.01% | 429 |
|
|
2017
Q1 | $2.26M | Buy |
48,025
+2,354
| +5% | +$111K | 0.01% | 382 |
|
|
2016
Q4 | $2.19M | Sell |
45,671
-3,716
| -8% | -$178K | 0.01% | 380 |
|
|
2016
Q3 | $2.26M | Buy |
49,387
+22,332
| +83% | +$1.02M | 0.01% | 350 |
|
|
2016
Q2 | $1.26M | Sell |
27,055
-84
| -0.3% | -$3.92K | 0.01% | 454 |
|
|
2016
Q1 | $1.18M | Sell |
27,139
-3,472
| -11% | -$151K | 0.01% | 452 |
|
|
2015
Q4 | $1.05M | Buy |
30,611
+7,368
| +32% | +$252K | 0.01% | 490 |
|
|
2015
Q3 | $965K | Buy |
23,243
+1,224
| +6% | +$50.8K | 0.01% | 485 |
|
|
2015
Q2 | $1.01M | Sell |
22,019
-146
| -0.7% | -$6.67K | 0.01% | 467 |
|
|
2015
Q1 | $1.06M | Buy |
22,165
+633
| +3% | +$30.2K | 0.01% | 437 |
|
|
2014
Q4 | $1.03M | Buy |
21,532
+3,926
| +22% | +$188K | 0.01% | 434 |
|
|
2014
Q3 | $803K | Buy |
17,606
+2,320
| +15% | +$106K | 0.01% | 482 |
|
|
2014
Q2 | $694K | Sell |
15,286
-1,316
| -8% | -$59.7K | 0.01% | 516 |
|
|
2014
Q1 | $701K | Buy |
16,602
+1,127
| +7% | +$47.6K | 0.01% | 494 |
|
|
2013
Q4 | $690K | Buy |
15,475
+5,163
| +50% | +$230K | 0.01% | 423 |
|
|
2013
Q3 | $444K | Sell |
10,312
-604
| -6% | -$26K | 0.01% | 478 |
|
|
2013
Q2 | $540K | Buy |
+10,916
| New | +$540K | 0.01% | 387 |
|