Naples Global Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-4,550
| Closed | -$208K | – | 240 |
|
|
2015
Q2 | $208K | Hold |
4,550
| – | – | 0.1% | 233 |
|
|
2015
Q1 | $217K | Hold |
4,550
| – | – | 0.1% | 232 |
|
|
2014
Q4 | $218K | Hold |
4,550
| – | – | 0.12% | 211 |
|
|
2014
Q3 | $208K | Hold |
4,550
| – | – | 0.12% | 214 |
|
|
2014
Q2 | $207K | Buy |
+4,550
| New | +$207K | 0.12% | 226 |
|