WWM
APU
Willingdon Wealth 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 |
-2,000
| Closed | -$70K | – | 559 |
|
|
2019
Q2 | $70K | Hold |
2,000
| – | – | 0.02% | 157 |
|
|
2019
Q1 | $62K | Hold |
2,000
| – | – | 0.02% | 165 |
|
|
2018
Q4 | $51K | Hold |
2,000
| – | – | 0.01% | 179 |
|
|
2018
Q3 | $79K | Hold |
2,000
| – | – | 0.02% | 179 |
|
|
2018
Q2 | $84K | Hold |
2,000
| – | – | 0.03% | 158 |
|
|
2018
Q1 | $80K | Hold |
2,000
| – | – | 0.03% | 147 |
|
|
2017
Q4 | $92K | Hold |
2,000
| – | – | 0.03% | 132 |
|
|
2017
Q3 | $90K | Buy |
+2,000
| New | +$90K | 0.03% | 126 |
|