Whittier Trust’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
Q1 | – | Sell |
-1,165
| Closed | -$54K | – | 1360 |
|
|
2017
Q4 | $54K | Hold |
1,165
| – | – | ﹤0.01% | 738 |
|
|
2017
Q3 | $52K | Sell |
1,165
-554
| -32% | -$24.7K | ﹤0.01% | 737 |
|
|
2017
Q2 | $78K | Hold |
1,719
| – | – | ﹤0.01% | 619 |
|
|
2017
Q1 | $81K | Hold |
1,719
| – | – | ﹤0.01% | 626 |
|
|
2016
Q4 | $82K | Buy |
1,719
+35
| +2% | +$1.67K | ﹤0.01% | 625 |
|
|
2016
Q3 | $77K | Buy |
1,684
+33
| +2% | +$1.51K | ﹤0.01% | 625 |
|
|
2016
Q2 | $77K | Buy |
+1,651
| New | +$77K | ﹤0.01% | 642 |
|