Arbor Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-892
| Closed | -$246K | – | 99 |
|
|
2023
Q4 | $246K | Buy |
892
+50
| +6% | +$13.8K | 0.15% | 84 |
|
|
2023
Q3 | $240K | Sell |
842
-17
| -2% | -$4.85K | 0.16% | 80 |
|
|
2023
Q2 | $259K | Buy |
+859
| New | +$259K | 0.16% | 80 |
|
|
2023
Q1 | – | Sell |
-680
| Closed | -$211K | – | 98 |
|
|
2022
Q4 | $211K | Buy |
+680
| New | +$211K | 0.15% | 95 |
|