Financial Architects (New Jersey)’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 |
-1,000
| Closed | -$35K | – | 1145 |
|
|
2019
Q2 | $35K | Buy |
+1,000
| New | +$35K | 0.01% | 514 |
|
|
2019
Q1 | – | Hold |
0
| – | -$25K | – | 666 |
|
|
2018
Q4 | – | Hold |
0
| – | -$40K | – | 672 |
|
|
2018
Q3 | – | Hold |
0
| – | -$42K | – | 600 |
|
|
2018
Q2 | – | Hold |
0
| – | -$40K | – | 620 |
|
|
2018
Q1 | – | Hold |
0
| – | -$83K | – | 595 |
|
|
2017
Q4 | – | Hold |
0
| – | -$88K | – | 477 |
|
|
2017
Q3 | – | Hold |
0
| – | -$87K | – | 474 |
|
|
2017
Q2 | – | Hold |
0
| – | -$91K | – | 462 |
|
|
2017
Q1 | – | Hold |
0
| – | -$93K | – | 456 |
|
|
2016
Q4 | – | Hold |
0
| – | -$88K | – | 419 |
|
|
2016
Q3 | – | Hold |
0
| – | -$90K | – | 417 |
|
|
2016
Q2 | – | Hold |
0
| – | -$86K | – | 393 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 305 |
|
|
2015
Q3 | – | Hold |
0
| – | -$66K | – | 1040 |
|
|
2015
Q2 | – | Hold |
0
| – | -$69K | – | 378 |
|
|
2015
Q1 | – | Hold |
0
| – | -$39K | – | 352 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 387 |
|
|
2013
Q4 | – | Sell |
-900
| Closed | -$39K | – | 629 |
|
|
2013
Q3 | $39K | Sell |
900
-141
| -14% | -$6.11K | 0.03% | 275 |
|
|
2013
Q2 | $52K | Buy |
+1,041
| New | +$52K | 0.04% | 238 |
|