CA
APU
Cumberland Advisors’s AmeriGas Partners, L.P. APU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-300
| Closed | -$14K | – | 50 |
|
|
2016
Q4 | $14K | Hold |
300
| – | – | 0.01% | 51 |
|
|
2016
Q3 | $14K | Hold |
300
| – | – | 0.01% | 47 |
|
|
2016
Q2 | $14K | Hold |
300
| – | – | 0.01% | 45 |
|
|
2016
Q1 | $13K | Buy |
+300
| New | +$13K | 0.01% | 39 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$8K | – | 64 |
|
|
2015
Q3 | $8K | Sell |
200
-300
| -60% | -$12K | 0.01% | 50 |
|
|
2015
Q2 | $23K | Hold |
500
| – | – | 0.01% | 57 |
|
|
2015
Q1 | $24K | Hold |
500
| – | – | 0.01% | 60 |
|
|
2014
Q4 | $24K | Hold |
500
| – | – | 0.01% | 63 |
|
|
2014
Q3 | $23K | Buy |
500
+200
| +67% | +$9.2K | 0.02% | 59 |
|
|
2014
Q2 | $14K | Buy |
+300
| New | +$14K | 0.01% | 54 |
|