Bernicke 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $883K | Sell |
3,659
-1,730
| -32% | -$417K | 0.65% | 22 |
|
|
2020
Q1 | $1.08M | Buy |
5,389
+143
| +3% | +$28.6K | 0.65% | 22 |
|
|
2019
Q4 | $1.23M | Buy |
5,246
+196
| +4% | +$46.1K | 0.69% | 24 |
|
|
2019
Q3 | $1.12M | Buy |
5,050
+498
| +11% | +$110K | 0.65% | 24 |
|
|
2019
Q2 | $1.03M | Sell |
4,552
-652
| -13% | -$148K | 0.62% | 14 |
|
|
2019
Q1 | $994K | Buy |
5,204
+212
| +4% | +$40.5K | 0.62% | 22 |
|
|
2018
Q4 | $799K | Buy |
4,992
+300
| +6% | +$48K | 0.55% | 27 |
|
|
2018
Q3 | $784K | Buy |
4,692
+440
| +10% | +$73.5K | 0.52% | 34 |
|
|
2018
Q2 | $662K | Buy |
+4,252
| New | +$662K | 0.46% | 38 |
|