IHT 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
Q4 | – | Sell |
-7,835
| Closed | -$310K | – | 524 |
|
|
2018
Q3 | $310K | Buy |
7,835
+488
| +7% | +$19.3K | 0.07% | 314 |
|
|
2018
Q2 | $310K | Buy |
7,347
+488
| +7% | +$20.6K | 0.08% | 296 |
|
|
2018
Q1 | $275K | Buy |
6,859
+47
| +0.7% | +$1.88K | 0.07% | 295 |
|
|
2017
Q4 | $325K | Buy |
6,812
+2,312
| +51% | +$110K | 0.09% | 273 |
|
|
2017
Q3 | $202K | Buy |
4,500
+105
| +2% | +$4.71K | 0.09% | 244 |
|
|
2017
Q2 | $11 | Buy |
4,395
+257
| +6% | +$1 | 0.01% | 963 |
|
|
2017
Q1 | $196K | Buy |
+4,138
| New | +$196K | 0.13% | 180 |
|