Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,889
| Closed | -$65K | – | 2867 |
|
|
2019
Q2 | $65K | Buy |
+1,889
| New | +$65K | ﹤0.01% | 1239 |
|
|
2018
Q4 | – | Sell |
-1,489
| Closed | -$59K | – | 2524 |
|
|
2018
Q3 | $59K | Hold |
1,489
| – | – | ﹤0.01% | 1136 |
|
|
2018
Q2 | $63K | Buy |
1,489
+600
| +67% | +$25.4K | ﹤0.01% | 1012 |
|
|
2018
Q1 | $35K | Buy |
+889
| New | +$35K | ﹤0.01% | 1130 |
|