MinichMacGregor Wealth Management’s AmeriGas Partners, L.P. APU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,246
| Closed | -$49K | – | 589 |
|
|
2018
Q3 | $49K | Buy |
1,246
+5
| +0.4% | +$197 | 0.03% | 124 |
|
|
2018
Q2 | $51K | Buy |
1,241
+6
| +0.5% | +$247 | 0.04% | 114 |
|
|
2018
Q1 | $49K | Buy |
1,235
+5
| +0.4% | +$198 | 0.04% | 115 |
|
|
2017
Q4 | $56K | Buy |
1,230
+4
| +0.3% | +$182 | 0.04% | 104 |
|
|
2017
Q3 | $55K | Buy |
1,226
+5
| +0.4% | +$224 | 0.05% | 98 |
|
|
2017
Q2 | $55K | Sell |
1,221
-45
| -4% | -$2.03K | 0.05% | 98 |
|
|
2017
Q1 | $59K | Buy |
1,266
+4
| +0.3% | +$186 | 0.05% | 94 |
|
|
2016
Q4 | $60K | Buy |
1,262
+4
| +0.3% | +$190 | 0.06% | 94 |
|
|
2016
Q3 | $57K | Buy |
1,258
+5
| +0.4% | +$227 | 0.05% | 107 |
|
|
2016
Q2 | $58K | Buy |
1,253
+4
| +0.3% | +$185 | 0.05% | 99 |
|
|
2016
Q1 | $54K | Buy |
1,249
+1,012
| +427% | +$43.8K | 0.05% | 100 |
|
|
2015
Q4 | $11K | Buy |
+237
| New | +$11K | 0.01% | 227 |
|