BerganKDV Wealth Management’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.8K | Sell |
6
-59
| -91% | -$17.7K | ﹤0.01% | 702 |
|
|
2023
Q1 | $18.7K | Buy |
65
+57
| +713% | +$16.4K | ﹤0.01% | 525 |
|
|
2022
Q4 | $2.47K | Sell |
8
-109
| -93% | -$33.6K | ﹤0.01% | 777 |
|
|
2022
Q3 | $27K | Buy |
117
+1
| +0.9% | +$231 | ﹤0.01% | 447 |
|
|
2022
Q2 | $28K | Hold |
116
| – | – | ﹤0.01% | 450 |
|
|
2022
Q1 | $29K | Hold |
116
| – | – | ﹤0.01% | 467 |
|
|
2021
Q4 | $35K | Sell |
116
-350
| -75% | -$106K | ﹤0.01% | 469 |
|
|
2021
Q3 | $119K | Buy |
466
+350
| +302% | +$89.4K | 0.01% | 301 |
|
|
2021
Q2 | $33K | Hold |
116
| – | – | ﹤0.01% | 441 |
|
|
2021
Q1 | $33K | Hold |
116
| – | – | ﹤0.01% | 419 |
|
|
2020
Q4 | $32K | Buy |
116
+110
| +1,833% | +$30.3K | ﹤0.01% | 403 |
|
|
2020
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 677 |
|
|
2020
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 817 |
|
|
2020
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 783 |
|
|
2019
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 818 |
|