Stratos 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 |
-6,325
| Closed | -$220K | – | 1015 |
|
2019
Q2 | $220K | Buy |
+6,325
| New | +$220K | 0.01% | 848 |
|
2018
Q3 | – | Sell |
-17,694
| Closed | -$747K | – | 3094 |
|
2018
Q2 | $747K | Buy |
17,694
+12,086
| +216% | +$510K | 0.03% | 434 |
|
2018
Q1 | $224K | Buy |
5,608
+1,055
| +23% | +$42.1K | 0.01% | 852 |
|
2017
Q4 | $210K | Buy |
4,553
+19
| +0.4% | +$876 | 0.01% | 852 |
|
2017
Q3 | $204K | Buy |
+4,534
| New | +$204K | 0.01% | 850 |
|
2017
Q1 | – | Sell |
-4,626
| Closed | -$222K | – | 872 |
|
2016
Q4 | $222K | Sell |
4,626
-283
| -6% | -$13.6K | 0.01% | 625 |
|
2016
Q3 | $224K | Buy |
+4,909
| New | +$224K | 0.02% | 593 |
|