IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5293 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5097 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4915 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4672 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4465 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4230 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4082 |
|
|
2019
Q1 | – | Sell |
-9,378
| Closed | -$230K | – | 3802 |
|
|
2018
Q4 | $230K | Sell |
9,378
-2,335
| -20% | -$57.3K | 0.01% | 808 |
|
|
2018
Q3 | $463K | Sell |
11,713
-12,132
| -51% | -$480K | 0.02% | 698 |
|
|
2018
Q2 | $1.01M | Sell |
23,845
-2,701
| -10% | -$114K | 0.04% | 412 |
|
|
2018
Q1 | $1.23M | Hold |
26,546
| – | – | 0.06% | 340 |
|
|
2017
Q4 | $1.23M | Buy |
26,546
+85
| +0.3% | +$3.93K | 0.06% | 340 |
|
|
2017
Q3 | $1.19M | Buy |
26,461
+1,437
| +6% | +$64.6K | 0.05% | 389 |
|
|
2017
Q2 | $1.13M | Buy |
25,024
+708
| +3% | +$32K | 0.05% | 399 |
|
|
2017
Q1 | $1.15M | Buy |
24,316
+2,496
| +11% | +$118K | 0.05% | 387 |
|
|
2016
Q4 | $1.05M | Buy |
21,820
+5,431
| +33% | +$260K | 0.05% | 364 |
|
|
2016
Q3 | $748K | Buy |
16,389
+294
| +2% | +$13.4K | 0.04% | 441 |
|
|
2016
Q2 | $752K | Buy |
+16,095
| New | +$752K | 0.04% | 421 |
|
|
2016
Q1 | – | Sell |
-15,296
| Closed | -$524K | – | 3831 |
|
|
2015
Q4 | $524K | Buy |
+15,296
| New | +$524K | 0.04% | 489 |
|