WFG 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 | $135K | Buy |
2,993
+74
| +3% | +$3.34K | 0.03% | 457 |
|
|
2017
Q1 | $137K | Sell |
2,919
-328
| -10% | -$15.4K | 0.04% | 408 |
|
|
2016
Q4 | $156K | Buy |
3,247
+240
| +8% | +$11.5K | 0.04% | 433 |
|
|
2016
Q3 | $137K | Buy |
3,007
+250
| +9% | +$11.4K | 0.03% | 451 |
|
|
2016
Q2 | $129K | Sell |
2,757
-500
| -15% | -$23.4K | 0.03% | 442 |
|
|
2016
Q1 | $142K | Buy |
3,257
+250
| +8% | +$10.9K | 0.04% | 403 |
|
|
2015
Q4 | $103K | Sell |
3,007
-150
| -5% | -$5.14K | 0.03% | 463 |
|
|
2015
Q3 | $131K | Sell |
3,157
-1,100
| -26% | -$45.6K | 0.04% | 394 |
|
|
2015
Q2 | $195K | Buy |
4,257
+350
| +9% | +$16K | 0.05% | 354 |
|
|
2015
Q1 | $187K | Sell |
3,907
-1,435
| -27% | -$68.7K | 0.05% | 370 |
|
|
2014
Q4 | $256K | Buy |
5,342
+992
| +23% | +$47.5K | 0.05% | 365 |
|
|
2014
Q3 | $198K | Buy |
4,350
+560
| +15% | +$25.5K | 0.04% | 452 |
|
|
2014
Q2 | $172K | Buy |
3,790
+864
| +30% | +$39.2K | 0.03% | 484 |
|
|
2014
Q1 | $124K | Sell |
2,926
-127
| -4% | -$5.38K | 0.02% | 571 |
|
|
2013
Q4 | $136K | Sell |
3,053
-18
| -0.6% | -$802 | 0.02% | 631 |
|
|
2013
Q3 | $132K | Buy |
3,071
+1,139
| +59% | +$49K | 0.02% | 612 |
|
|
2013
Q2 | $95K | Buy |
+1,932
| New | +$95K | 0.02% | 685 |
|