Freestone Capital Holdings’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
Q3 | – | Sell |
-44,679
| Closed | -$1.89M | – | 416 |
|
|
2018
Q2 | $1.89M | Hold |
44,679
| – | – | 0.01% | 152 |
|
|
2018
Q1 | $1.79M | Hold |
44,679
| – | – | 0.1% | 154 |
|
|
2017
Q4 | $2.07M | Buy |
44,679
+11,038
| +33% | +$510K | 0.14% | 149 |
|
|
2017
Q3 | $1.51M | Hold |
33,641
| – | – | 0.11% | 157 |
|
|
2017
Q2 | $1.52M | Hold |
33,641
| – | – | 0.12% | 156 |
|
|
2017
Q1 | $1.58M | Buy |
33,641
+8,171
| +32% | +$385K | 0.12% | 151 |
|
|
2016
Q4 | $1.22M | Buy |
25,470
+3,159
| +14% | +$151K | 0.1% | 169 |
|
|
2016
Q3 | $1.02M | Buy |
+22,311
| New | +$1.02M | 0.09% | 180 |
|