AmeriServ Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,243
| Closed | -$433K | – | 89 |
|
|
2014
Q4 | $433K | Hold |
3,243
| – | – | 0.42% | 61 |
|
|
2014
Q3 | $391K | Hold |
3,243
| – | – | 0.68% | 54 |
|
|
2014
Q2 | $386K | Hold |
3,243
| – | – | 0.41% | 63 |
|
|
2014
Q1 | $357K | Sell |
3,243
-3,298
| -50% | -$363K | 0.36% | 80 |
|
|
2013
Q4 | $676K | Hold |
6,541
| – | – | 0.4% | 74 |
|
|
2013
Q3 | $645K | Hold |
6,541
| – | – | 0.41% | 74 |
|
|
2013
Q2 | $554K | Buy |
+6,541
| New | +$554K | 0.36% | 81 |
|