Mascoma Wealth 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 |
-100
| Closed | -$3K | – | 388 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 337 |
|
|
2019
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 344 |
|
|
2018
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 334 |
|
|
2018
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 342 |
|
|
2017
Q3 | – | Sell |
-400
| Closed | -$18K | – | 426 |
|
|
2017
Q2 | $18K | Hold |
400
| – | – | 0.01% | 249 |
|
|
2017
Q1 | $19K | Hold |
400
| – | – | 0.01% | 224 |
|
|
2016
Q4 | $19K | Buy |
+400
| New | +$19K | 0.01% | 220 |
|