SWA
APU
SFMG Wealth Advisors’s AmeriGas Partners, L.P. APU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-70,695
| Closed | -$1.79M | – | 156 |
|
|
2018
Q4 | $1.79M | Buy |
70,695
+2,244
| +3% | +$56.8K | 0.29% | 30 |
|
|
2018
Q3 | $2.54M | Buy |
68,451
+3,189
| +5% | +$118K | 0.39% | 24 |
|
|
2018
Q2 | $2.76M | Buy |
65,262
+3,078
| +5% | +$130K | 0.45% | 21 |
|
|
2018
Q1 | $2.49M | Buy |
62,184
+3,995
| +7% | +$160K | 0.42% | 19 |
|
|
2017
Q4 | $2.69M | Sell |
58,189
-1,880
| -3% | -$86.9K | 0.45% | 19 |
|
|
2017
Q3 | $2.7M | Buy |
60,069
+2,804
| +5% | +$126K | 0.53% | 20 |
|
|
2017
Q2 | $2.59M | Buy |
57,265
+14,930
| +35% | +$674K | 0.54% | 19 |
|
|
2017
Q1 | $1.99M | Buy |
42,335
+750
| +2% | +$35.3K | 0.4% | 23 |
|
|
2016
Q4 | $1.99M | Sell |
41,585
-1,250
| -3% | -$59.9K | 0.42% | 26 |
|
|
2016
Q3 | $1.96M | Sell |
42,835
-1,360
| -3% | -$62.1K | 0.43% | 30 |
|
|
2016
Q2 | $2.06M | Sell |
44,195
-280
| -0.6% | -$13.1K | 0.46% | 26 |
|
|
2016
Q1 | $1.93M | Sell |
44,475
-1,950
| -4% | -$84.8K | 0.43% | 30 |
|
|
2015
Q4 | $1.59M | Buy |
46,425
+1,500
| +3% | +$51.4K | 0.36% | 36 |
|
|
2015
Q3 | $1.87M | Buy |
44,925
+3,950
| +10% | +$164K | 0.45% | 27 |
|
|
2015
Q2 | $1.87M | Sell |
40,975
-47,275
| -54% | -$2.16M | 0.42% | 31 |
|
|
2015
Q1 | $4.21M | Buy |
88,250
+44,975
| +104% | +$2.15M | 0.34% | 27 |
|
|
2014
Q4 | $2.07M | Buy |
+43,275
| New | +$2.07M | 0.46% | 24 |
|