Burt Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-76	Closed	-$21K	–	107
2020 Q4	$21K	Hold	76	–	–	0.01%	236
2020 Q3	$23K	Hold	76	–	–	0.01%	228
2020 Q2	$18K	Hold	76	–	–	0.01%	237
2020 Q1	$15K	Hold	76	–	–	0.01%	245
2019 Q4	$18K	Sell	76 -25	-25%	-$5.64K	0.01%	248
2019 Q3	$22K	Hold	101	–	–	0.01%	225
2019 Q2	$23K	Hold	101	–	–	0.01%	222
2019 Q1	$19K	Hold	101	–	–	0.01%	241
2018 Q4	$16K	Hold	101	–	–	0.01%	251
2018 Q3	$17K	Hold	101	–	–	0.01%	265
2018 Q2	$16K	Hold	101	–	–	0.01%	262
2018 Q1	$16K	Hold	101	–	–	0.01%	265
2017 Q4	$17K	Hold	101	–	–	0.01%	250
2017 Q3	$15K	Hold	101	–	–	0.01%	247
2017 Q2	$14K	Hold	101	–	–	0.01%	276
2017 Q1	$14K	Sell	101 -100	-50%	-$14.1K	0.01%	242
2016 Q4	$29K	Buy	201 +92	+84%	+$12.9K	0.03%	205
2016 Q3	$15K	Hold	109	–	–	0.02%	237
2016 Q2	$14K	Hold	109	–	–	0.02%	242
2016 Q1	$15K	Hold	109	–	–	0.01%	280
2015 Q4	$13K	Hold	109	–	–	0.01%	247
2015 Q3	$12K	Hold	109	–	–	0.01%	230
2015 Q2	$138K	Hold	109	–	–	0.15%	78
2015 Q1	$15K	Hold	109	–	–	0.02%	210
2014 Q4	$15K	Buy	+109	New	+$13.8K	0.02%	204