Gideon Capital Advisors’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,808
| Closed | -$904K | – | 343 |
|
|
2018
Q2 | $904K | Buy |
+5,808
| New | +$904K | 0.45% | 48 |
|
|
2018
Q1 | – | Sell |
-1,590
| Closed | -$261K | – | 340 |
|
|
2017
Q4 | $261K | Sell |
1,590
-1,798
| -53% | -$295K | 0.23% | 192 |
|
|
2017
Q3 | $512K | Buy |
+3,388
| New | +$512K | 0.5% | 43 |
|
|
2016
Q4 | – | Sell |
-2,971
| Closed | -$413K | – | 395 |
|
|
2016
Q3 | $413K | Buy |
+2,971
| New | +$413K | 0.25% | 110 |
|
|
2015
Q3 | – | Sell |
-25,945
| Closed | -$3.28M | – | 216 |
|
|
2015
Q2 | $3.28M | Buy |
+25,945
| New | +$3.28M | 1.36% | 10 |
|
|
2015
Q1 | – | Sell |
-2,174
| Closed | -$290K | – | 225 |
|
|
2014
Q4 | $290K | Sell |
2,174
-1,767
| -45% | -$236K | 0.14% | 170 |
|
|
2014
Q3 | $475K | Buy |
+3,941
| New | +$475K | 0.18% | 156 |
|
|
2014
Q2 | – | Sell |
-3,660
| Closed | -$403K | – | 245 |
|
|
2014
Q1 | $403K | Sell |
3,660
-6,828
| -65% | -$752K | 0.22% | 134 |
|
|
2013
Q4 | $1.08M | Buy |
+10,488
| New | +$1.08M | 0.64% | 58 |
|