BWM
Baystate Wealth Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $130K | Buy |
476
+4
| +0.8% | +$1.1K | 0.01% | 249 |
|
|
2023
Q3 | $134K | Hold |
472
| – | – | 0.01% | 228 |
|
|
2023
Q2 | $141K | Sell |
472
-74
| -14% | -$22.2K | 0.01% | 219 |
|
|
2023
Q1 | $157K | Buy |
546
+15
| +3% | +$4.31K | 0.01% | 205 |
|
|
2022
Q4 | $164K | Sell |
531
-1
| -0.2% | -$309 | 0.02% | 205 |
|
|
2022
Q3 | $124K | Buy |
532
+3
| +0.6% | +$699 | 0.01% | 213 |
|
|
2022
Q2 | $127K | Sell |
529
-38
| -7% | -$9.12K | 0.01% | 212 |
|
|
2022
Q1 | $142K | Buy |
567
+31
| +6% | +$7.76K | 0.01% | 204 |
|
|
2021
Q4 | $163K | Buy |
536
+16
| +3% | +$4.87K | 0.01% | 195 |
|
|
2021
Q3 | $133K | Hold |
520
| – | – | 0.01% | 187 |
|
|
2021
Q2 | $150K | Buy |
520
+1
| +0.2% | +$288 | 0.01% | 170 |
|
|
2021
Q1 | $146K | Buy |
519
+49
| +10% | +$13.8K | 0.02% | 158 |
|
|
2020
Q4 | $129K | Sell |
470
-1
| -0.2% | -$274 | 0.01% | 150 |
|
|
2020
Q3 | $140K | Buy |
471
+1
| +0.2% | +$297 | 0.02% | 136 |
|
|
2020
Q2 | $114K | Sell |
470
-10
| -2% | -$2.43K | 0.01% | 145 |
|
|
2020
Q1 | $96K | Sell |
480
-38
| -7% | -$7.6K | 0.01% | 143 |
|
|
2019
Q4 | $122K | Hold |
518
| – | – | 0.01% | 149 |
|
|
2019
Q3 | $115K | Buy |
518
+39
| +8% | +$8.66K | 0.02% | 143 |
|
|
2019
Q2 | $110K | Sell |
479
-6
| -1% | -$1.38K | 0.01% | 145 |
|
|
2019
Q1 | $97K | Buy |
485
+6
| +1% | +$1.2K | 0.01% | 150 |
|
|
2018
Q4 | $76K | Hold |
479
| – | – | 0.01% | 161 |
|
|
2018
Q3 | $77K | Buy |
479
+3
| +0.6% | +$482 | 0.01% | 148 |
|
|
2018
Q2 | $75K | Sell |
476
-273
| -36% | -$43K | 0.01% | 152 |
|
|
2018
Q1 | $124K | Hold |
749
| – | – | 0.02% | 113 |
|
|
2017
Q4 | $126K | Hold |
749
| – | – | 0.02% | 110 |
|
|
2017
Q3 | $114K | Hold |
749
| – | – | 0.02% | 111 |
|
|
2017
Q2 | $109K | Sell |
749
-348
| -32% | -$50.6K | 0.02% | 107 |
|
|
2017
Q1 | $149K | Buy |
1,097
+433
| +65% | +$58.8K | 0.03% | 93 |
|
|
2016
Q4 | $96K | Buy |
+664
| New | +$96K | 0.02% | 108 |
|
|
2013
Q3 | – | Sell |
-325
| Closed | -$30K | – | 40 |
|
|
2013
Q2 | $30K | Buy |
+325
| New | +$30K | 0.01% | 124 |
|