Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-918
| Closed | -$42K | – | 726 |
|
|
2014
Q3 | $42K | Hold |
918
| – | – | 0.02% | 244 |
|
|
2014
Q2 | $42K | Buy |
+918
| New | +$42K | 0.02% | 257 |
|
|
2014
Q1 | – | Sell |
-1,100
| Closed | -$49K | – | 862 |
|
|
2013
Q4 | $49K | Hold |
1,100
| – | – | 0.02% | 334 |
|
|
2013
Q3 | $47K | Buy |
+1,100
| New | +$47K | 0.02% | 260 |
|