Gupta Wealth Management’s AmeriGas Partners, L.P. APU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $620K | Buy |
14,265
+10,765
| +308% | +$468K | 0.15% | 125 |
|
|
2015
Q4 | $120K | Hold |
3,500
| – | – | 0.03% | 304 |
|
|
2015
Q3 | $145K | Hold |
3,500
| – | – | 0.04% | 291 |
|
|
2015
Q2 | $160K | Hold |
3,500
| – | – | 0.04% | 286 |
|
|
2015
Q1 | $167K | Buy |
+3,500
| New | +$167K | 0.05% | 241 |
|