APP
Avantax Planning Partners’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-855
| Closed | -$219K | – | 356 |
|
|
2021
Q3 | $219K | Buy |
855
+151
| +21% | +$38.7K | 0.01% | 305 |
|
|
2021
Q2 | $203K | Buy |
+704
| New | +$203K | 0.01% | 308 |
|
|
2020
Q4 | – | Sell |
-1,143
| Closed | -$340K | – | 291 |
|
|
2020
Q3 | $340K | Buy |
1,143
+44
| +4% | +$13.1K | 0.02% | 216 |
|
|
2020
Q2 | $265K | Sell |
1,099
-43
| -4% | -$10.4K | 0.02% | 227 |
|
|
2020
Q1 | $228K | Hold |
1,142
| – | – | 0.02% | 239 |
|
|
2019
Q4 | $268K | Buy |
1,142
+171
| +18% | +$40.1K | 0.02% | 247 |
|
|
2019
Q3 | $215K | Buy |
971
+34
| +4% | +$7.53K | 0.01% | 283 |
|
|
2019
Q2 | $214K | Buy |
+937
| New | +$214K | 0.01% | 279 |
|
|
2018
Q4 | – | Sell |
-692
| Closed | -$116K | – | 328 |
|
|
2018
Q3 | $116K | Buy |
+692
| New | +$116K | 0.01% | 316 |
|
|
2018
Q2 | – | Sell |
-761
| Closed | -$121K | – | 308 |
|
|
2018
Q1 | $121K | Buy |
+761
| New | +$121K | 0.01% | 375 |
|
|
2017
Q2 | – | Sell |
-1,643
| Closed | -$222K | – | 338 |
|
|
2017
Q1 | $222K | Sell |
1,643
-3
| -0.2% | -$405 | 0.02% | 299 |
|
|
2016
Q4 | $237K | Buy |
+1,646
| New | +$237K | 0.03% | 267 |
|