Legacy Capital Partners’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 |
-8,000
| Closed | -$279K | – | 152 |
|
|
2019
Q2 | $279K | Sell |
8,000
-9,500
| -54% | -$331K | 0.12% | 117 |
|
|
2019
Q1 | $540K | Hold |
17,500
| – | – | 0.25% | 78 |
|
|
2018
Q4 | $443K | Buy |
17,500
+7,500
| +75% | +$190K | 0.23% | 86 |
|
|
2018
Q3 | $395K | Hold |
10,000
| – | – | 0.18% | 97 |
|
|
2018
Q2 | $422K | Hold |
10,000
| – | – | 0.21% | 95 |
|
|
2018
Q1 | $400K | Buy |
+10,000
| New | +$400K | 0.2% | 93 |
|