United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,801
| Closed | -$203K | – | 1392 |
|
|
2018
Q2 | $203K | Buy |
+4,801
| New | +$203K | ﹤0.01% | 1224 |
|
|
2018
Q1 | – | Sell |
-5,343
| Closed | -$247K | – | 1386 |
|
|
2017
Q4 | $247K | Buy |
+5,343
| New | +$247K | ﹤0.01% | 1179 |
|
|
2017
Q2 | – | Sell |
-9,323
| Closed | -$439K | – | 1331 |
|
|
2017
Q1 | $439K | Sell |
9,323
-5,141
| -36% | -$242K | ﹤0.01% | 944 |
|
|
2016
Q4 | $693K | Sell |
14,464
-4,400
| -23% | -$211K | 0.01% | 849 |
|
|
2016
Q3 | $861K | Buy |
18,864
+10,150
| +116% | +$463K | 0.01% | 816 |
|
|
2016
Q2 | $410K | Buy |
8,714
+3,831
| +78% | +$180K | ﹤0.01% | 962 |
|
|
2016
Q1 | $212K | Buy |
+4,883
| New | +$212K | ﹤0.01% | 1109 |
|
|
2015
Q4 | – | Sell |
-28,543
| Closed | -$1.19M | – | 1315 |
|
|
2015
Q3 | $1.19M | Buy |
28,543
+5,305
| +23% | +$220K | 0.01% | 647 |
|
|
2015
Q2 | $1.06M | Buy |
23,238
+13,197
| +131% | +$603K | 0.01% | 715 |
|
|
2015
Q1 | $489K | Buy |
10,041
+4,829
| +93% | +$235K | 0.01% | 900 |
|
|
2014
Q4 | $250K | Buy |
+5,212
| New | +$250K | ﹤0.01% | 1028 |
|