Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-218
| Closed | -$9K | – | 444 |
|
|
2018
Q1 | $9K | Buy |
218
+5
| +2% | +$206 | ﹤0.01% | 334 |
|
|
2017
Q4 | $11K | Buy |
213
+5
| +2% | +$258 | 0.03% | 181 |
|
|
2017
Q3 | $9K | Buy |
208
+4
| +2% | +$173 | ﹤0.01% | 295 |
|
|
2017
Q2 | $9K | Buy |
204
+4
| +2% | +$176 | ﹤0.01% | 286 |
|
|
2017
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 296 |
|
|
2016
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 328 |
|
|
2016
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 313 |
|
|
2016
Q2 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 286 |
|