Next Financial Group’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 |
-4,048
| Closed | -$141K | – | 2499 |
|
2019
Q2 | $141K | Sell |
4,048
-36
| -0.9% | -$1.25K | 0.02% | 784 |
|
2019
Q1 | $126K | Sell |
4,084
-168
| -4% | -$5.18K | 0.03% | 477 |
|
2018
Q4 | $108K | Buy |
4,252
+385
| +10% | +$9.78K | 0.02% | 571 |
|
2018
Q3 | $153K | Buy |
+3,867
| New | +$153K | 0.07% | 262 |
|
2018
Q2 | – | Sell |
-5,575
| Closed | -$223K | – | 412 |
|
2018
Q1 | $223K | Buy |
5,575
+1,128
| +25% | +$45.1K | 0.05% | 362 |
|
2017
Q4 | $206K | Buy |
4,447
+1,724
| +63% | +$79.9K | 0.09% | 250 |
|
2017
Q3 | $122K | Buy |
2,723
+978
| +56% | +$43.8K | 0.03% | 436 |
|
2017
Q2 | $79K | Buy |
1,745
+5
| +0.3% | +$226 | 0.02% | 622 |
|
2017
Q1 | $78K | Sell |
1,740
-5,247
| -75% | -$235K | 0.02% | 578 |
|
2016
Q4 | $335K | Sell |
6,987
-85
| -1% | -$4.08K | 0.06% | 335 |
|
2016
Q3 | $323K | Buy |
7,072
+5,689
| +411% | +$260K | 0.06% | 335 |
|
2016
Q2 | $64K | Buy |
1,383
+5
| +0.4% | +$231 | 0.02% | 591 |
|
2016
Q1 | $59K | Buy |
1,378
+245
| +22% | +$10.5K | 0.02% | 577 |
|
2015
Q4 | $38K | Sell |
1,133
-70
| -6% | -$2.35K | 0.01% | 714 |
|
2015
Q3 | $49K | Sell |
1,203
-188
| -14% | -$7.66K | 0.02% | 639 |
|
2015
Q2 | $63K | Buy |
1,391
+5
| +0.4% | +$226 | 0.02% | 600 |
|
2015
Q1 | $66K | Buy |
1,386
+3
| +0.2% | +$143 | 0.02% | 588 |
|
2014
Q4 | $66K | Sell |
1,383
-1,970
| -59% | -$94K | 0.02% | 571 |
|
2014
Q3 | $153K | Buy |
3,353
+678
| +25% | +$30.9K | 0.03% | 529 |
|
2014
Q2 | $119K | Buy |
+2,675
| New | +$119K | 0.06% | 216 |
|