Integrated 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
2017
Q1
$222K Sell
4,718
-43
-0.9% -$2.02K 0.07% 235
2016
Q4
$228K Hold
4,761
0.09% 215
2016
Q3
$217K Hold
4,761
0.08% 208
2016
Q2
$222K Hold
4,761
0.09% 201
2016
Q1
$207K Hold
4,761
0.09% 182
2015
Q4
$163K Hold
4,761
0.07% 217
2015
Q3
$198K Hold
4,761
0.09% 185
2015
Q2
$218K Hold
4,761
0.08% 181
2015
Q1
$227K Buy
+4,761
New +$227K 0.09% 165