Next Financial Group’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $211K | Buy |
693
+310
| +81% | +$94.4K | 0.01% | 874 |
|
|
2021
Q3 | $98K | Sell |
383
-1,286
| -77% | -$329K | 0.01% | 1116 |
|
|
2021
Q2 | $483K | Buy |
1,669
+65
| +4% | +$18.8K | 0.04% | 476 |
|
|
2021
Q1 | $453K | Buy |
1,604
+12
| +0.8% | +$3.39K | 0.04% | 460 |
|
|
2020
Q4 | $437K | Sell |
1,592
-447
| -22% | -$123K | 0.04% | 425 |
|
|
2020
Q3 | $610K | Buy |
2,039
+665
| +48% | +$199K | 0.07% | 290 |
|
|
2020
Q2 | $334K | Sell |
1,374
-356
| -21% | -$86.5K | 0.04% | 388 |
|
|
2020
Q1 | $347K | Sell |
1,730
-434
| -20% | -$87.1K | 0.04% | 359 |
|
|
2019
Q4 | $510K | Buy |
2,164
+625
| +41% | +$147K | 0.05% | 368 |
|
|
2019
Q3 | $343K | Sell |
1,539
-56
| -4% | -$12.5K | 0.04% | 455 |
|
|
2019
Q2 | $363K | Sell |
1,595
-138
| -8% | -$31.4K | 0.04% | 438 |
|
|
2019
Q1 | $333K | Buy |
1,733
+1,700
| +5,152% | +$327K | 0.08% | 232 |
|
|
2018
Q4 | $5K | Hold |
33
| – | – | ﹤0.01% | 1534 |
|
|
2018
Q3 | $6K | Buy |
+33
| New | +$6K | ﹤0.01% | 1116 |
|
|
2017
Q4 | – | Sell |
-154
| Closed | -$24K | – | 325 |
|
|
2017
Q3 | $24K | Sell |
154
-364
| -70% | -$56.7K | 0.01% | 908 |
|
|
2017
Q2 | $74K | Hold |
518
| – | – | 0.02% | 636 |
|
|
2017
Q1 | $73K | Sell |
518
-1,477
| -74% | -$208K | 0.02% | 588 |
|
|
2016
Q4 | $287K | Sell |
1,995
-355
| -15% | -$51.1K | 0.05% | 364 |
|
|
2016
Q3 | $327K | Buy |
2,350
+2,017
| +606% | +$281K | 0.06% | 333 |
|
|
2016
Q2 | $43K | Hold |
333
| – | – | 0.01% | 699 |
|
|
2016
Q1 | $44K | Hold |
333
| – | – | 0.02% | 660 |
|
|
2015
Q4 | $40K | Sell |
333
-5
| -1% | -$601 | 0.01% | 681 |
|
|
2015
Q3 | $39K | Hold |
338
| – | – | 0.01% | 704 |
|
|
2015
Q2 | $42K | Hold |
338
| – | – | 0.01% | 728 |
|
|
2015
Q1 | $47K | Hold |
338
| – | – | 0.02% | 680 |
|
|
2014
Q4 | $45K | Sell |
338
-55
| -14% | -$7.32K | 0.02% | 691 |
|
|
2014
Q3 | $47K | Sell |
393
-1,733
| -82% | -$207K | 0.01% | 973 |
|
|
2014
Q2 | $261K | Buy |
+2,126
| New | +$261K | 0.14% | 129 |
|