Leavell Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,000
| Closed | -$244K | – | 394 |
|
|
2019
Q2 | $244K | Buy |
7,000
+500
| +8% | +$17.4K | 0.03% | 349 |
|
|
2019
Q1 | $201K | Buy |
+6,500
| New | +$201K | 0.02% | 368 |
|
|
2018
Q4 | – | Sell |
-6,500
| Closed | -$257K | – | 381 |
|
|
2018
Q3 | $257K | Hold |
6,500
| – | – | 0.03% | 339 |
|
|
2018
Q2 | $274K | Hold |
6,500
| – | – | 0.03% | 333 |
|
|
2018
Q1 | $260K | Hold |
6,500
| – | – | 0.03% | 333 |
|
|
2017
Q4 | $300K | Hold |
6,500
| – | – | 0.04% | 320 |
|
|
2017
Q3 | $292K | Hold |
6,500
| – | – | 0.04% | 311 |
|
|
2017
Q2 | $294K | Hold |
6,500
| – | – | 0.04% | 319 |
|
|
2017
Q1 | $306K | Hold |
6,500
| – | – | 0.04% | 303 |
|
|
2016
Q4 | $311K | Hold |
6,500
| – | – | 0.04% | 298 |
|
|
2016
Q3 | $297K | Buy |
6,500
+1,000
| +18% | +$45.7K | 0.04% | 307 |
|
|
2016
Q2 | $257K | Hold |
5,500
| – | – | 0.04% | 335 |
|
|
2016
Q1 | $239K | Buy |
+5,500
| New | +$239K | 0.04% | 337 |
|