Avantax Planning Partners’s Air Products & Chemicals APD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-855	Closed	-$219K	–	356
2021 Q3	$219K	Buy	855 +151	+21%	+$41.8K	0.01%	305
2021 Q2	$203K	Buy	+704	New	+$207K	0.01%	308
2020 Q4	–	Sell	-1,143	Closed	-$340K	–	291
2020 Q3	$340K	Buy	1,143 +44	+4%	+$12.7K	0.02%	216
2020 Q2	$265K	Sell	1,099 -43	-4%	-$9.82K	0.02%	227
2020 Q1	$228K	Hold	1,142	–	–	0.02%	239
2019 Q4	$268K	Buy	1,142 +171	+18%	+$38.6K	0.02%	247
2019 Q3	$215K	Buy	971 +34	+4%	+$7.65K	0.01%	283
2019 Q2	$214K	Buy	+937	New	+$194K	0.01%	279
2018 Q4	–	Sell	-692	Closed	-$116K	–	330
2018 Q3	$116K	Buy	+692	New	+$113K	0.01%	316
2018 Q2	–	Sell	-761	Closed	-$121K	–	311
2018 Q1	$121K	Buy	+761	New	+$125K	0.01%	375
2017 Q2	–	Sell	-1,643	Closed	-$222K	–	341
2017 Q1	$222K	Sell	1,643 -3	-0.2%	-$423	0.02%	299
2016 Q4	$237K	Buy	+1,646	New	+$230K	0.03%	267