J.P. Morgan Private Wealth Advisors’s AmeriGas Partners, L.P. APU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-23,072
| Closed | -$804K | – | 1509 |
|
|
2019
Q2 | $804K | Buy |
23,072
+2,987
| +15% | +$104K | ﹤0.01% | 818 |
|
|
2019
Q1 | $620K | Buy |
20,085
+2,669
| +15% | +$82.4K | ﹤0.01% | 949 |
|
|
2018
Q4 | $441K | Sell |
17,416
-17,280
| -50% | -$438K | ﹤0.01% | 1016 |
|
|
2018
Q3 | $1.37M | Buy |
34,696
+831
| +2% | +$32.8K | 0.01% | 728 |
|
|
2018
Q2 | $1.43M | Buy |
+33,865
| New | +$1.43M | 0.01% | 672 |
|