Laurel Wealth Advisors (California)’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 |
-34,069
| Closed | -$1.19M | – | 453 |
|
|
2019
Q2 | $1.19M | Buy |
34,069
+183
| +0.5% | +$6.38K | 0.26% | 103 |
|
|
2019
Q1 | $1.05M | Sell |
33,886
-789
| -2% | -$24.4K | 0.26% | 105 |
|
|
2018
Q4 | $877K | Sell |
34,675
-2,400
| -6% | -$60.7K | 0.26% | 98 |
|
|
2018
Q3 | $1.46M | Buy |
37,075
+154
| +0.4% | +$6.08K | 0.36% | 70 |
|
|
2018
Q2 | $1.56M | Sell |
36,921
-112
| -0.3% | -$4.73K | 0.42% | 65 |
|
|
2018
Q1 | $1.48M | Hold |
37,033
| – | – | 0.46% | 57 |
|
|
2017
Q4 | $1.71M | Hold |
37,033
| – | – | 0.49% | 54 |
|
|
2017
Q3 | $1.66M | Buy |
37,033
+66
| +0.2% | +$2.97K | 0.56% | 43 |
|
|
2017
Q2 | $1.67M | Hold |
36,967
| – | – | 0.59% | 39 |
|
|
2017
Q1 | $1.74M | Sell |
36,967
-318
| -0.9% | -$15K | 0.67% | 36 |
|
|
2016
Q4 | $1.79M | Sell |
37,285
-895
| -2% | -$42.9K | 0.79% | 26 |
|
|
2016
Q3 | $1.74M | Sell |
38,180
-359
| -0.9% | -$16.4K | 0.82% | 24 |
|
|
2016
Q2 | $1.8M | Buy |
38,539
+150
| +0.4% | +$7.01K | 0.86% | 25 |
|
|
2016
Q1 | $1.67M | Sell |
38,389
-66
| -0.2% | -$2.87K | 0.84% | 26 |
|
|
2015
Q4 | $1.32M | Buy |
+38,455
| New | +$1.32M | 0.68% | 38 |
|