Obermeyer Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,702
| Closed | -$225K | – | 122 |
|
|
2018
Q3 | $225K | Buy |
5,702
+3
| +0.1% | +$118 | 0.02% | 112 |
|
|
2018
Q2 | $241K | Sell |
5,699
-4,267
| -43% | -$180K | 0.02% | 102 |
|
|
2018
Q1 | $398K | Sell |
9,966
-597
| -6% | -$23.8K | 0.04% | 82 |
|
|
2017
Q4 | $488K | Buy |
10,563
+3
| +0% | +$139 | 0.04% | 84 |
|
|
2017
Q3 | $475K | Sell |
10,560
-1,223
| -10% | -$55K | 0.04% | 80 |
|
|
2017
Q2 | $532K | Buy |
11,783
+1,038
| +10% | +$46.9K | 0.05% | 75 |
|
|
2017
Q1 | $506K | Buy |
10,745
+3,623
| +51% | +$171K | 0.05% | 80 |
|
|
2016
Q4 | $341K | Buy |
+7,122
| New | +$341K | 0.03% | 97 |
|
|
2015
Q2 | – | Sell |
-4,310
| Closed | -$206K | – | 139 |
|
|
2015
Q1 | $206K | Hold |
4,310
| – | – | 0.02% | 132 |
|
|
2014
Q4 | $207K | Buy |
+4,310
| New | +$207K | 0.02% | 136 |
|
|
2013
Q3 | – | Sell |
-4,310
| Closed | -$213K | – | 322 |
|
|
2013
Q2 | $213K | Buy |
+4,310
| New | +$213K | 0.06% | 56 |
|