WIM
APU
Wilen Investment Management’s AmeriGas Partners, L.P. APU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-15,693
| Closed | -$537K | – | 65 |
|
|
2019
Q2 | $537K | Sell |
15,693
-2,500
| -14% | -$85.5K | 0.42% | 38 |
|
|
2019
Q1 | $555K | Sell |
18,193
-100
| -0.5% | -$3.05K | 0.42% | 37 |
|
|
2018
Q4 | $457K | Sell |
18,293
-400
| -2% | -$9.99K | 0.4% | 35 |
|
|
2018
Q3 | $729K | Sell |
18,693
-400
| -2% | -$15.6K | 0.49% | 35 |
|
|
2018
Q2 | $773K | Sell |
19,093
-700
| -4% | -$28.3K | 0.5% | 36 |
|
|
2018
Q1 | $782K | Hold |
19,793
| – | – | 0.53% | 33 |
|
|
2017
Q4 | $891K | Buy |
19,793
+3,393
| +21% | +$153K | 0.58% | 31 |
|
|
2017
Q3 | $722K | Hold |
16,400
| – | – | 0.44% | 36 |
|
|
2017
Q2 | $730K | Buy |
16,400
+400
| +3% | +$17.8K | 0.44% | 37 |
|
|
2017
Q1 | $744K | Sell |
16,000
-800
| -5% | -$37.2K | 0.45% | 38 |
|
|
2016
Q4 | $790K | Sell |
16,800
-100
| -0.6% | -$4.7K | 0.49% | 37 |
|
|
2016
Q3 | $760K | Hold |
16,900
| – | – | 0.5% | 38 |
|
|
2016
Q2 | $777K | Buy |
16,900
+100
| +0.6% | +$4.6K | 0.51% | 37 |
|
|
2016
Q1 | $722K | Hold |
16,800
| – | – | 0.5% | 37 |
|
|
2015
Q4 | $567K | Hold |
16,800
| – | – | 0.41% | 38 |
|
|
2015
Q3 | $689K | Sell |
16,800
-200
| -1% | -$8.2K | 0.49% | 39 |
|
|
2015
Q2 | $765K | Buy |
17,000
+1,900
| +13% | +$85.5K | 0.51% | 39 |
|
|
2015
Q1 | $710K | Hold |
15,100
| – | – | 0.49% | 40 |
|
|
2014
Q4 | $717K | Sell |
15,100
-300
| -2% | -$14.2K | 0.47% | 39 |
|
|
2014
Q3 | $693K | Hold |
15,400
| – | – | 0.44% | 42 |
|
|
2014
Q2 | $685K | Buy |
15,400
+2,300
| +18% | +$102K | 0.4% | 42 |
|
|
2014
Q1 | $544K | Buy |
13,100
+7,170
| +121% | +$298K | 0.32% | 48 |
|
|
2013
Q4 | $255K | Hold |
5,930
| – | – | 0.16% | 63 |
|
|
2013
Q3 | $252K | Hold |
5,930
| – | – | 0.17% | 66 |
|
|
2013
Q2 | $291K | Buy |
+5,930
| New | +$291K | 0.21% | 63 |
|