Vantage Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-500
| Closed | -$24K | – | 815 |
|
|
2017
Q1 | $24K | Hold |
500
| – | – | 0.01% | 376 |
|
|
2016
Q4 | $24K | Hold |
500
| – | – | 0.01% | 374 |
|
|
2016
Q3 | $23K | Sell |
500
-1,200
| -71% | -$55.2K | 0.01% | 374 |
|
|
2016
Q2 | $79K | Buy |
+1,700
| New | +$79K | 0.03% | 205 |
|
|
2015
Q4 | – | Sell |
-370
| Closed | -$15K | – | 838 |
|
|
2015
Q3 | $15K | Sell |
370
-5,630
| -94% | -$228K | 0.01% | 423 |
|
|
2015
Q2 | $274K | Hold |
6,000
| – | – | 0.15% | 97 |
|
|
2015
Q1 | $286K | Hold |
6,000
| – | – | 0.08% | 127 |
|
|
2014
Q4 | $288K | Hold |
6,000
| – | – | 0.16% | 89 |
|
|
2014
Q3 | $274K | Hold |
6,000
| – | – | 0.17% | 87 |
|
|
2014
Q2 | $272K | Hold |
6,000
| – | – | 0.17% | 90 |
|
|
2014
Q1 | $254K | Hold |
6,000
| – | – | 0.17% | 88 |
|
|
2013
Q4 | $267K | Buy |
+6,000
| New | +$267K | 0.18% | 87 |
|