JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-600
| Closed | -$21K | – | 546 |
|
|
2019
Q2 | $21K | Hold |
600
| – | – | 0.01% | 302 |
|
|
2019
Q1 | $19K | Hold |
600
| – | – | 0.01% | 304 |
|
|
2018
Q4 | $15K | Hold |
600
| – | – | ﹤0.01% | 314 |
|
|
2018
Q3 | $24K | Hold |
600
| – | – | 0.01% | 308 |
|
|
2018
Q2 | $25K | Hold |
600
| – | – | 0.01% | 294 |
|
|
2018
Q1 | $24K | Hold |
600
| – | – | 0.01% | 302 |
|
|
2017
Q4 | $28K | Hold |
600
| – | – | 0.01% | 295 |
|
|
2017
Q3 | $27K | Hold |
600
| – | – | 0.01% | 289 |
|
|
2017
Q2 | $27K | Hold |
600
| – | – | 0.01% | 274 |
|
|
2017
Q1 | $29K | Hold |
600
| – | – | 0.01% | 272 |
|
|
2016
Q4 | $29K | Hold |
600
| – | – | 0.01% | 272 |
|
|
2016
Q3 | $27K | Hold |
600
| – | – | 0.01% | 292 |
|
|
2016
Q2 | $28K | Hold |
600
| – | – | 0.01% | 298 |
|
|
2016
Q1 | $26K | Hold |
600
| – | – | 0.01% | 298 |
|
|
2015
Q4 | $21K | Hold |
600
| – | – | 0.01% | 324 |
|
|
2015
Q3 | $25K | Hold |
600
| – | – | 0.01% | 263 |
|
|
2015
Q2 | $27K | Hold |
600
| – | – | 0.01% | 240 |
|
|
2015
Q1 | $29K | Hold |
600
| – | – | 0.01% | 235 |
|
|
2014
Q4 | $29K | Hold |
600
| – | – | ﹤0.01% | 252 |
|
|
2014
Q3 | $27K | Hold |
600
| – | – | ﹤0.01% | 238 |
|
|
2014
Q2 | $27K | Buy |
+600
| New | +$27K | ﹤0.01% | 237 |
|