BSWA
Bromfield Sneider Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $64.2K | Hold |
265
| – | – | 0.04% | 63 |
|
|
2023
Q4 | $72.6K | Hold |
265
| – | – | 0.05% | 60 |
|
|
2023
Q3 | $75.1K | Sell |
265
-35
| -12% | -$9.92K | 0.06% | 55 |
|
|
2023
Q2 | $89.9K | Hold |
300
| – | – | 0.07% | 51 |
|
|
2023
Q1 | $86.2K | Hold |
300
| – | – | 0.07% | 50 |
|
|
2022
Q4 | $92.5K | Hold |
300
| – | – | 0.09% | 45 |
|
|
2022
Q3 | $70K | Hold |
300
| – | – | 0.08% | 48 |
|
|
2022
Q2 | $72K | Hold |
300
| – | – | 0.09% | 50 |
|
|
2022
Q1 | $75K | Buy |
+300
| New | +$75K | 0.08% | 57 |
|