Hollow Brook Wealth 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 |
-6,723
| Closed | -$269K | – | 62 |
|
2018
Q1 | $269K | Buy |
6,723
+1,400
| +26% | +$56K | 0.22% | 47 |
|
2017
Q4 | $246K | Hold |
5,323
| – | – | 0.18% | 44 |
|
2017
Q3 | $239K | Hold |
5,323
| – | – | 0.17% | 43 |
|
2017
Q2 | $240K | Buy |
+5,323
| New | +$240K | 0.16% | 42 |
|
2016
Q2 | – | Sell |
-7,024
| Closed | -$305K | – | 53 |
|
2016
Q1 | $305K | Hold |
7,024
| – | – | 0.18% | 36 |
|
2015
Q4 | $241K | Buy |
7,024
+2,024
| +40% | +$69.4K | 0.12% | 44 |
|
2015
Q3 | $208K | Hold |
5,000
| – | – | 0.1% | 49 |
|
2015
Q2 | $229K | Hold |
5,000
| – | – | 0.09% | 49 |
|
2015
Q1 | $239K | Hold |
5,000
| – | – | 0.08% | 48 |
|
2014
Q4 | $240K | Hold |
5,000
| – | – | 0.08% | 54 |
|
2014
Q3 | $228K | Hold |
5,000
| – | – | 0.07% | 57 |
|
2014
Q2 | $227K | Buy |
+5,000
| New | +$227K | 0.08% | 51 |
|