BWA
Burt Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$5.92K | 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% | -$13.9K | 0.01% | 242 |
|
|
2016
Q4 | $29K | Buy |
201
+100
| +99% | +$14.4K | 0.03% | 205 |
|
|
2016
Q3 | $15K | Hold |
101
| – | – | 0.02% | 237 |
|
|
2016
Q2 | $14K | Hold |
101
| – | – | 0.02% | 242 |
|
|
2016
Q1 | $15K | Hold |
101
| – | – | 0.01% | 280 |
|
|
2015
Q4 | $13K | Hold |
101
| – | – | 0.01% | 247 |
|
|
2015
Q3 | $12K | Hold |
101
| – | – | 0.01% | 230 |
|
|
2015
Q2 | $138K | Hold |
101
| – | – | 0.15% | 78 |
|
|
2015
Q1 | $15K | Hold |
101
| – | – | 0.02% | 210 |
|
|
2014
Q4 | $15K | Buy |
+101
| New | +$15K | 0.02% | 204 |
|