THWM
APU
Taylor Hoffman Wealth Management’s AmeriGas Partners, L.P. APU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-565
| Closed | -$20K | – | 433 |
|
|
2019
Q2 | $20K | Hold |
565
| – | – | 0.02% | 253 |
|
|
2019
Q1 | $17K | Hold |
565
| – | – | 0.01% | 262 |
|
|
2018
Q4 | $14K | Buy |
565
+10
| +2% | +$248 | 0.01% | 265 |
|
|
2018
Q3 | $22K | Buy |
555
+8
| +1% | +$317 | 0.02% | 232 |
|
|
2018
Q2 | $23K | Buy |
547
+8
| +1% | +$336 | 0.02% | 222 |
|
|
2018
Q1 | $22K | Sell |
539
-661
| -55% | -$27K | 0.02% | 237 |
|
|
2017
Q4 | $55K | Buy |
+1,200
| New | +$55K | 0.05% | 183 |
|