Integrated Wealth Management (Palm Desert)’s AmeriGas Partners, L.P. APU Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio APU Stock Details APU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$222K	Sell
2016 Q4	$228K	Hold
2016 Q3	$217K	Hold
2016 Q2	$222K	Hold
2016 Q1	$207K	Hold
2015 Q4	$163K	Hold
2015 Q3	$198K	Hold
2015 Q2	$218K	Hold
2015 Q1	$227K	Buy