Sheaff Brock Investment Advisors’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
Q4 | – | Sell |
-7,957
| Closed | -$358K | – | 590 |
|
|
2017
Q3 | $358K | Buy |
+7,957
| New | +$358K | 0.05% | 318 |
|
|
2017
Q1 | – | Sell |
-9,446
| Closed | -$453K | – | 656 |
|
|
2016
Q4 | $453K | Buy |
9,446
+500
| +6% | +$24K | 0.06% | 297 |
|
|
2016
Q3 | $408K | Hold |
8,946
| – | – | 0.05% | 299 |
|
|
2016
Q2 | $418K | Sell |
8,946
-320
| -3% | -$15K | 0.05% | 309 |
|
|
2016
Q1 | $403K | Hold |
9,266
| – | – | 0.05% | 324 |
|
|
2015
Q4 | $318K | Buy |
+9,266
| New | +$318K | 0.04% | 395 |
|