APWM
Atlas Private Wealth Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $267K | Sell |
1,103
-17
| -2% | -$4.12K | 0.11% | 106 |
|
|
2023
Q4 | $307K | Hold |
1,120
| – | – | 0.14% | 101 |
|
|
2023
Q3 | $317K | Hold |
1,120
| – | – | 0.17% | 96 |
|
|
2023
Q2 | $335K | Sell |
1,120
-28
| -2% | -$8.39K | 0.18% | 97 |
|
|
2023
Q1 | $330K | Buy |
1,148
+28
| +3% | +$8.04K | 0.2% | 97 |
|
|
2022
Q4 | $345K | Buy |
1,120
+19
| +2% | +$5.86K | 0.16% | 97 |
|
|
2022
Q3 | $256K | Hold |
1,101
| – | – | 0.19% | 100 |
|
|
2022
Q2 | $265K | Buy |
1,101
+47
| +4% | +$11.3K | 0.18% | 103 |
|
|
2022
Q1 | $263K | Hold |
1,054
| – | – | 0.15% | 115 |
|
|
2021
Q4 | $321K | Buy |
+1,054
| New | +$321K | 0.18% | 112 |
|
|
2021
Q2 | – | Sell |
-165
| Closed | -$46K | – | 130 |
|
|
2021
Q1 | $46K | Hold |
165
| – | – | 0.03% | 192 |
|
|
2020
Q4 | $45K | Hold |
165
| – | – | 0.03% | 197 |
|
|
2020
Q3 | $49K | Hold |
165
| – | – | 0.04% | 187 |
|
|
2020
Q2 | $40K | Sell |
165
-166
| -50% | -$40.2K | 0.03% | 209 |
|
|
2020
Q1 | $66K | Hold |
331
| – | – | 0.06% | 164 |
|
|
2019
Q4 | $78K | Buy |
+331
| New | +$78K | 0.06% | 172 |
|