Berman Capital Advisors’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $282K | Buy |
1,103
+275
| +33% | +$70.3K | 0.04% | 212 |
|
|
2021
Q2 | $238K | Buy |
828
+112
| +16% | +$32.2K | 0.04% | 204 |
|
|
2021
Q1 | $201K | Buy |
716
+68
| +10% | +$19.1K | 0.04% | 188 |
|
|
2020
Q4 | $176K | Buy |
648
+160
| +33% | +$43.5K | 0.04% | 181 |
|
|
2020
Q3 | $145K | Buy |
488
+3
| +0.6% | +$891 | 0.04% | 181 |
|
|
2020
Q2 | $116K | Buy |
485
+146
| +43% | +$34.9K | 0.03% | 205 |
|
|
2020
Q1 | $66K | Buy |
339
+170
| +101% | +$33.1K | 0.02% | 248 |
|
|
2019
Q4 | $39K | Buy |
169
+5
| +3% | +$1.15K | 0.01% | 365 |
|
|
2019
Q3 | $36K | Hold |
164
| – | – | 0.01% | 363 |
|
|
2019
Q2 | $37K | Buy |
164
+20
| +14% | +$4.51K | 0.01% | 359 |
|
|
2019
Q1 | $27K | Buy |
144
+43
| +43% | +$8.06K | 0.01% | 386 |
|
|
2018
Q4 | $15K | Buy |
+101
| New | +$15K | 0.01% | 432 |
|