American Portfolios Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $76.4K | Sell |
191
-9
| -5% | -$3.6K | ﹤0.01% | 1499 |
|
|
2022
Q2 | $76.9K | Buy |
200
+16
| +9% | +$6.15K | ﹤0.01% | 1540 |
|
|
2022
Q1 | $79.9K | Hold |
184
| – | – | ﹤0.01% | 1638 |
|
|
2021
Q4 | $89.4K | Buy |
184
+11
| +6% | +$5.35K | ﹤0.01% | 1569 |
|
|
2021
Q3 | $68.3K | Sell |
173
-44
| -20% | -$17.4K | ﹤0.01% | 1623 |
|
|
2021
Q2 | $72.8K | Buy |
217
+82
| +61% | +$27.5K | ﹤0.01% | 1537 |
|
|
2021
Q1 | $41.7K | Buy |
135
+18
| +15% | +$5.56K | ﹤0.01% | 1683 |
|
|
2020
Q4 | $38.9K | Buy |
117
+68
| +139% | +$22.6K | ﹤0.01% | 1516 |
|
|
2020
Q3 | $16.4K | Buy |
49
+8
| +20% | +$2.68K | ﹤0.01% | 1783 |
|
|
2020
Q2 | $13.5K | Buy |
41
+10
| +32% | +$3.29K | ﹤0.01% | 1808 |
|
|
2020
Q1 | $8.08K | Sell |
31
-16
| -34% | -$4.17K | ﹤0.01% | 1894 |
|
|
2019
Q4 | $12.6K | Hold |
47
| – | – | ﹤0.01% | 1903 |
|
|
2019
Q3 | $11.4K | Hold |
47
| – | – | ﹤0.01% | 1882 |
|
|
2019
Q2 | $13.5K | Hold |
47
| – | – | ﹤0.01% | 1810 |
|
|
2019
Q1 | $11.7K | Buy |
47
+13
| +38% | +$3.23K | ﹤0.01% | 1769 |
|
|
2018
Q4 | $6.8K | Hold |
34
| – | – | ﹤0.01% | 1760 |
|
|
2018
Q3 | $7.61K | Hold |
34
| – | – | ﹤0.01% | 1836 |
|
|
2018
Q2 | $6.74K | Hold |
34
| – | – | ﹤0.01% | 1866 |
|
|
2018
Q1 | $6.78K | Sell |
34
-931
| -96% | -$186K | ﹤0.01% | 1760 |
|
|
2017
Q4 | $186K | Buy |
+965
| New | +$186K | 0.03% | 523 |
|