Mosaic Family Wealth’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 |
-6,988
| Closed | -$243K | – | 177 |
|
|
2019
Q2 | $243K | Buy |
6,988
+29
| +0.4% | +$1.01K | 0.1% | 145 |
|
|
2019
Q1 | $215K | Buy |
6,959
+32
| +0.5% | +$989 | 0.09% | 151 |
|
|
2018
Q4 | $175K | Buy |
6,927
+27
| +0.4% | +$682 | 0.07% | 160 |
|
|
2018
Q3 | $237K | Buy |
6,900
+23
| +0.3% | +$790 | 0.1% | 137 |
|
|
2018
Q2 | $290K | Sell |
6,877
-505
| -7% | -$21.3K | 0.11% | 129 |
|
|
2018
Q1 | $295K | Buy |
7,382
+20
| +0.3% | +$799 | 0.11% | 125 |
|
|
2017
Q4 | $340K | Buy |
7,362
+20
| +0.3% | +$924 | 0.12% | 119 |
|
|
2017
Q3 | $330K | Buy |
7,342
+344
| +5% | +$15.5K | 0.13% | 131 |
|
|
2017
Q2 | $316K | Sell |
6,998
-664
| -9% | -$30K | 0.13% | 130 |
|
|
2017
Q1 | $361K | Buy |
7,662
+17
| +0.2% | +$801 | 0.16% | 115 |
|
|
2016
Q4 | $366K | Buy |
7,645
+17
| +0.2% | +$814 | 0.17% | 115 |
|
|
2016
Q3 | $348K | Sell |
7,628
-308
| -4% | -$14.1K | 0.16% | 116 |
|
|
2016
Q2 | $371K | Buy |
7,936
+18
| +0.2% | +$841 | 0.18% | 110 |
|
|
2016
Q1 | $344K | Buy |
7,918
+19
| +0.2% | +$825 | 0.17% | 109 |
|
|
2015
Q4 | $270K | Buy |
+7,899
| New | +$270K | 0.12% | 125 |
|