Jackson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-33,126
| Closed | -$1.56M | – | 78 |
|
|
2016
Q3 | $1.56M | Buy |
33,126
+1,357
| +4% | +$63.8K | 0.59% | 39 |
|
|
2016
Q2 | $1.48M | Buy |
31,769
+575
| +2% | +$26.9K | 0.55% | 44 |
|
|
2016
Q1 | $1.31M | Sell |
31,194
-1,769
| -5% | -$74.2K | 0.5% | 47 |
|
|
2015
Q4 | $1.23M | Sell |
32,963
-397
| -1% | -$14.9K | 0.49% | 52 |
|
|
2015
Q3 | $1.39M | Sell |
33,360
-2,093
| -6% | -$86.9K | 0.5% | 58 |
|
|
2015
Q2 | $1.62M | Sell |
35,453
-2,111
| -6% | -$96.7K | 0.55% | 50 |
|
|
2015
Q1 | $1.79M | Sell |
37,564
-2,451
| -6% | -$117K | 0.58% | 55 |
|
|
2014
Q4 | $1.92M | Buy |
+40,015
| New | +$1.92M | 0.63% | 45 |
|