Kelleher Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-7,350
| Closed | -$352K | – | 141 |
|
|
2016
Q4 | $352K | Hold |
7,350
| – | – | 0.2% | 97 |
|
|
2016
Q3 | $335K | Hold |
7,350
| – | – | 0.19% | 94 |
|
|
2016
Q2 | $343K | Sell |
7,350
-100
| -1% | -$4.67K | 0.21% | 91 |
|
|
2016
Q1 | $323K | Sell |
7,450
-200
| -3% | -$8.67K | 0.18% | 112 |
|
|
2015
Q4 | $262K | Hold |
7,650
| – | – | 0.18% | 95 |
|
|
2015
Q3 | $317K | Hold |
7,650
| – | – | 0.21% | 84 |
|
|
2015
Q2 | $349K | Hold |
7,650
| – | – | 0.2% | 84 |
|
|
2015
Q1 | $365K | Hold |
7,650
| – | – | 0.2% | 84 |
|
|
2014
Q4 | $366K | Hold |
7,650
| – | – | 0.2% | 76 |
|
|
2014
Q3 | $353K | Hold |
7,650
| – | – | 0.19% | 79 |
|
|
2014
Q2 | $347K | Hold |
7,650
| – | – | 0.18% | 81 |
|
|
2014
Q1 | $323K | Hold |
7,650
| – | – | 0.18% | 86 |
|
|
2013
Q4 | $341K | Hold |
7,650
| – | – | 0.18% | 76 |
|
|
2013
Q3 | $329K | Sell |
7,650
-933
| -11% | -$40.1K | 0.19% | 71 |
|
|
2013
Q2 | $424K | Buy |
+8,583
| New | +$424K | 0.26% | 64 |
|