Jackson Grant Investment Advisers’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
Q4 | – | Sell |
-338
| Closed | -$15K | – | 224 |
|
|
2017
Q3 | $15K | Sell |
338
-1,919
| -85% | -$85.2K | 0.01% | 190 |
|
|
2017
Q2 | $102K | Buy |
2,257
+40
| +2% | +$1.81K | 0.08% | 97 |
|
|
2017
Q1 | $104K | Buy |
2,217
+36
| +2% | +$1.69K | 0.08% | 95 |
|
|
2016
Q4 | $105K | Buy |
2,181
+39
| +2% | +$1.88K | 0.09% | 90 |
|
|
2016
Q3 | $98K | Buy |
2,142
+367
| +21% | +$16.8K | 0.08% | 88 |
|
|
2016
Q2 | $83K | Buy |
1,775
+38
| +2% | +$1.78K | 0.07% | 84 |
|
|
2016
Q1 | $76K | Hold |
1,737
| – | – | 0.07% | 87 |
|
|
2015
Q4 | $60K | Buy |
+1,737
| New | +$60K | 0.06% | 98 |
|