Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $38K | Hold |
800
| – | – | 0.02% | 247 |
|
|
2014
Q3 | $36K | Hold |
800
| – | – | 0.02% | 267 |
|
|
2014
Q2 | $36K | Hold |
800
| – | – | 0.02% | 254 |
|
|
2014
Q1 | $34K | Buy |
800
+500
| +167% | +$21.3K | 0.02% | 242 |
|
|
2013
Q4 | $13K | Sell |
300
-500
| -63% | -$21.7K | 0.01% | 275 |
|
|
2013
Q3 | $34K | Hold |
800
| – | – | 0.02% | 221 |
|
|
2013
Q2 | $40K | Buy |
+800
| New | +$40K | 0.03% | 204 |
|