GI
Gradient Investments’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-123
| Closed | -$31.7K | – | 346 |
|
|
2024
Q2 | $31.7K | Sell |
123
-391
| -76% | -$101K | ﹤0.01% | 562 |
|
|
2024
Q1 | $125K | Sell |
514
-53,244
| -99% | -$12.9M | ﹤0.01% | 335 |
|
|
2023
Q4 | $14.7M | Sell |
53,758
-1,616
| -3% | -$442K | 0.36% | 110 |
|
|
2023
Q3 | $15.7M | Sell |
55,374
-890
| -2% | -$252K | 0.41% | 78 |
|
|
2023
Q2 | $16.9M | Buy |
56,264
+1,984
| +4% | +$594K | 0.43% | 71 |
|
|
2023
Q1 | $15.6M | Buy |
54,280
+4,856
| +10% | +$1.39M | 0.43% | 73 |
|
|
2022
Q4 | $15.2M | Buy |
49,424
+49,337
| +56,709% | +$15.2M | 0.48% | 57 |
|
|
2022
Q3 | $20K | Hold |
87
| – | – | ﹤0.01% | 666 |
|
|
2022
Q2 | $21K | Sell |
87
-11
| -11% | -$2.66K | ﹤0.01% | 635 |
|
|
2022
Q1 | $24K | Sell |
98
-18
| -16% | -$4.41K | ﹤0.01% | 607 |
|
|
2021
Q4 | $35K | Buy |
116
+19
| +20% | +$5.73K | ﹤0.01% | 547 |
|
|
2021
Q3 | $25K | Sell |
97
-21
| -18% | -$5.41K | ﹤0.01% | 605 |
|
|
2021
Q2 | $34K | Sell |
118
-32
| -21% | -$9.22K | ﹤0.01% | 537 |
|
|
2021
Q1 | $42K | Sell |
150
-3
| -2% | -$840 | ﹤0.01% | 484 |
|
|
2020
Q4 | $45K | Sell |
153
-31
| -17% | -$9.12K | ﹤0.01% | 417 |
|
|
2020
Q3 | $55K | Buy |
184
+1
| +0.5% | +$299 | ﹤0.01% | 392 |
|
|
2020
Q2 | $44K | Hold |
183
| – | – | ﹤0.01% | 399 |
|
|
2020
Q1 | $36K | Sell |
183
-25
| -12% | -$4.92K | ﹤0.01% | 406 |
|
|
2019
Q4 | $49K | Sell |
208
-25
| -11% | -$5.89K | ﹤0.01% | 402 |
|
|
2019
Q3 | $52K | Buy |
233
+61
| +35% | +$13.6K | ﹤0.01% | 381 |
|
|
2019
Q2 | $39K | Sell |
172
-102
| -37% | -$23.1K | ﹤0.01% | 411 |
|
|
2019
Q1 | $52K | Sell |
274
-56,447
| -100% | -$10.7M | ﹤0.01% | 332 |
|
|
2018
Q4 | $9.08M | Sell |
56,721
-482
| -0.8% | -$77.1K | 0.54% | 33 |
|
|
2018
Q3 | $9.56M | Buy |
57,203
+3,170
| +6% | +$530K | 0.49% | 43 |
|
|
2018
Q2 | $8.42M | Buy |
54,033
+1,999
| +4% | +$311K | 0.45% | 62 |
|
|
2018
Q1 | $8.28M | Buy |
52,034
+4,006
| +8% | +$637K | 0.45% | 56 |
|
|
2017
Q4 | $7.88M | Buy |
48,028
+2,777
| +6% | +$456K | 0.46% | 55 |
|
|
2017
Q3 | $6.84M | Buy |
45,251
+45,241
| +452,410% | +$6.84M | 0.44% | 64 |
|
|
2017
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 714 |
|
|
2016
Q4 | – | Sell |
-19
| Closed | -$3K | – | 723 |
|
|
2016
Q3 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 576 |
|
|
2015
Q2 | – | Sell |
-72
| Closed | -$11K | – | 628 |
|
|
2015
Q1 | $11K | Buy |
+72
| New | +$11K | ﹤0.01% | 388 |
|
|
2014
Q2 | – | Sell |
-90
| Closed | -$11K | – | 501 |
|
|
2014
Q1 | $11K | Buy |
+90
| New | +$11K | ﹤0.01% | 333 |
|