Envestnet Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-9,647
| Closed | -$298K | – | 3120 |
|
|
2019
Q1 | $298K | Buy |
9,647
+985
| +11% | +$30.4K | ﹤0.01% | 2602 |
|
|
2018
Q4 | $219K | Buy |
+8,662
| New | +$219K | ﹤0.01% | 2638 |
|
|
2018
Q3 | – | Sell |
-4,386
| Closed | -$185K | – | 3023 |
|
|
2018
Q2 | $185K | Sell |
4,386
-66
| -1% | -$2.78K | ﹤0.01% | 1709 |
|
|
2018
Q1 | $179K | Sell |
4,452
-2,347
| -35% | -$94.4K | ﹤0.01% | 1639 |
|
|
2017
Q4 | $314K | Buy |
6,799
+1,467
| +28% | +$67.8K | ﹤0.01% | 1674 |
|
|
2017
Q3 | $241K | Sell |
5,332
-4,153
| -44% | -$188K | ﹤0.01% | 1753 |
|
|
2017
Q2 | $429K | Sell |
9,485
-1,647
| -15% | -$74.5K | ﹤0.01% | 1562 |
|
|
2017
Q1 | $524K | Sell |
11,132
-4,503
| -29% | -$212K | ﹤0.01% | 1489 |
|
|
2016
Q4 | $749K | Buy |
15,635
+3,636
| +30% | +$174K | ﹤0.01% | 1312 |
|
|
2016
Q3 | $548K | Sell |
11,999
-2,010
| -14% | -$91.8K | ﹤0.01% | 1519 |
|
|
2016
Q2 | $654K | Buy |
14,009
+3,851
| +38% | +$180K | ﹤0.01% | 1527 |
|
|
2016
Q1 | $442K | Buy |
10,158
+1,688
| +20% | +$73.4K | ﹤0.01% | 1700 |
|
|
2015
Q4 | $290K | Sell |
8,470
-3,789
| -31% | -$130K | ﹤0.01% | 1848 |
|
|
2015
Q3 | $509K | Sell |
12,259
-5,271
| -30% | -$219K | ﹤0.01% | 1590 |
|
|
2015
Q2 | $801K | Buy |
17,530
+2,015
| +13% | +$92.1K | ﹤0.01% | 1503 |
|
|
2015
Q1 | $741K | Buy |
15,515
+12,240
| +374% | +$585K | ﹤0.01% | 1406 |
|
|
2014
Q4 | $157K | Buy |
3,275
+3,250
| +13,000% | +$156K | ﹤0.01% | 1060 |
|
|
2014
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 2689 |
|