Strategic Wealth Partners’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 |
-268
| Closed | -$9K | – | 791 |
|
|
2019
Q2 | $9K | Hold |
268
| – | – | ﹤0.01% | 574 |
|
|
2019
Q1 | $8K | Hold |
268
| – | – | ﹤0.01% | 587 |
|
|
2018
Q4 | $8K | Hold |
268
| – | – | ﹤0.01% | 528 |
|
|
2018
Q3 | $11K | Sell |
268
-167
| -38% | -$6.85K | 0.01% | 441 |
|
|
2018
Q2 | $18K | Sell |
435
-1,100
| -72% | -$45.5K | 0.01% | 427 |
|
|
2018
Q1 | $61K | Hold |
1,535
| – | – | 0.03% | 231 |
|
|
2017
Q4 | $69K | Buy |
+1,535
| New | +$69K | 0.04% | 202 |
|