Alaethes Wealth’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,373
| Closed | -$1.26M | – | 109 |
|
|
2023
Q1 | $1.26M | Buy |
4,373
+174
| +4% | +$50K | 0.74% | 55 |
|
|
2022
Q4 | $1.29M | Sell |
4,199
-50
| -1% | -$15.4K | 0.89% | 47 |
|
|
2022
Q3 | $989K | Buy |
4,249
+174
| +4% | +$40.5K | 0.73% | 59 |
|
|
2022
Q2 | $980K | Sell |
4,075
-90
| -2% | -$21.6K | 0.73% | 59 |
|
|
2022
Q1 | $1.04M | Buy |
4,165
+976
| +31% | +$244K | 0.66% | 62 |
|
|
2021
Q4 | $970K | Buy |
3,189
+339
| +12% | +$103K | 0.61% | 70 |
|
|
2021
Q3 | $730K | Buy |
2,850
+523
| +22% | +$134K | 0.53% | 70 |
|
|
2021
Q2 | $669K | Buy |
2,327
+517
| +29% | +$149K | 0.52% | 69 |
|
|
2021
Q1 | $509K | Buy |
+1,810
| New | +$509K | 0.47% | 73 |
|