PWM
APU
ParenteBeard Wealth Management’s AmeriGas Partners, L.P. APU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $202K | Sell |
9,699
-192,613
| -95% | -$4.02M | 2.4% | 8 |
|
|
2014
Q3 | $9.23M | Sell |
202,312
-1,170
| -0.6% | -$53.4K | 3.86% | 7 |
|
|
2014
Q2 | $9.24M | Sell |
203,482
-5,905
| -3% | -$268K | 4.06% | 6 |
|
|
2014
Q1 | $8.85M | Buy |
209,387
+845
| +0.4% | +$35.7K | 4.39% | 4 |
|
|
2013
Q4 | $9.3M | Sell |
208,542
-720
| -0.3% | -$32.1K | 3.65% | 5 |
|
|
2013
Q3 | $9.01M | Sell |
209,262
-1,621
| -0.8% | -$69.8K | 4.4% | 5 |
|
|
2013
Q2 | $10.4M | Buy |
+210,883
| New | +$10.4M | 4.73% | 4 |
|