Aevitas Wealth Management’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-104
| Closed | -$19K | – | 114 |
|
|
2019
Q1 | $19K | Hold |
104
| – | – | 0.02% | 258 |
|
|
2018
Q4 | $17K | Sell |
104
-104
| -50% | -$17K | 0.02% | 256 |
|
|
2018
Q3 | $35K | Hold |
208
| – | – | 0.03% | 228 |
|
|
2018
Q2 | $32K | Buy |
208
+1
| +0.5% | +$154 | 0.03% | 233 |
|
|
2018
Q1 | $33K | Buy |
207
+1
| +0.5% | +$159 | 0.03% | 209 |
|
|
2017
Q4 | $34K | Buy |
+206
| New | +$34K | 0.03% | 209 |
|