Level Four Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,409
| Closed | -$228K | – | 636 |
|
|
2018
Q2 | $228K | Sell |
5,409
-519
| -9% | -$21.9K | 0.02% | 550 |
|
|
2018
Q1 | $237K | Sell |
5,928
-371
| -6% | -$14.8K | 0.02% | 476 |
|
|
2017
Q4 | $291K | Buy |
6,299
+371
| +6% | +$17.1K | 0.02% | 459 |
|
|
2017
Q3 | $266K | Buy |
5,928
+161
| +3% | +$7.22K | 0.02% | 443 |
|
|
2017
Q2 | $273K | Hold |
5,767
| – | – | 0.04% | 395 |
|
|
2017
Q1 | $273K | Buy |
5,767
+1,543
| +37% | +$73K | 0.03% | 432 |
|
|
2016
Q4 | $202K | Buy |
+4,224
| New | +$202K | 0.03% | 444 |
|