American Trust’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
Q1 | – | Sell |
-2,432
| Closed | -$750K | – | 439 |
|
|
2022
Q4 | $750K | Sell |
2,432
-147
| -6% | -$45.3K | 0.07% | 155 |
|
|
2022
Q3 | $600K | Sell |
2,579
-60
| -2% | -$14K | 0.05% | 169 |
|
|
2022
Q2 | $635K | Buy |
2,639
+460
| +21% | +$111K | 0.05% | 177 |
|
|
2022
Q1 | $544K | Buy |
2,179
+142
| +7% | +$35.5K | 0.04% | 223 |
|
|
2021
Q4 | $620K | Buy |
+2,037
| New | +$620K | 0.05% | 147 |
|