Parasol Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $21K | Sell |
440
-209
| -32% | -$9.98K | 0.03% | 69 |
|
|
2016
Q4 | $31K | Hold |
649
| – | – | 0.03% | 120 |
|
|
2016
Q3 | $30K | Hold |
649
| – | – | 0.03% | 120 |
|
|
2016
Q2 | $30K | Buy |
649
+209
| +48% | +$9.66K | 0.03% | 119 |
|
|
2016
Q1 | $19K | Hold |
440
| – | – | 0.02% | 120 |
|
|
2015
Q4 | $15K | Sell |
440
-1,320
| -75% | -$45K | 0.01% | 124 |
|
|
2015
Q3 | $73K | Sell |
1,760
-5,420
| -75% | -$225K | 0.07% | 77 |
|
|
2015
Q2 | $328K | Hold |
7,180
| – | – | 0.22% | 53 |
|
|
2015
Q1 | $343K | Hold |
7,180
| – | – | 0.22% | 52 |
|
|
2014
Q4 | $344K | Hold |
7,180
| – | – | 0.24% | 49 |
|
|
2014
Q3 | $328K | Buy |
7,180
+2,760
| +62% | +$126K | 0.23% | 48 |
|
|
2014
Q2 | $201K | Buy |
4,420
+4,200
| +1,909% | +$191K | 0.14% | 57 |
|
|
2014
Q1 | $9K | Hold |
220
| – | – | 0.01% | 194 |
|
|
2013
Q4 | $10K | Buy |
+220
| New | +$10K | 0.01% | 192 |
|