Calton & Associates’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 | – | Sell |
-755
| Closed | -$217K | – | 401 |
|
|
2021
Q2 | $217K | Buy |
+755
| New | +$217K | 0.04% | 368 |
|
|
2021
Q1 | – | Sell |
-859
| Closed | -$235K | – | 401 |
|
|
2020
Q4 | $235K | Buy |
859
+160
| +23% | +$43.8K | 0.04% | 322 |
|
|
2020
Q3 | $208K | Buy |
+699
| New | +$208K | 0.04% | 310 |
|
|
2020
Q1 | – | Sell |
-862
| Closed | -$203K | – | 310 |
|
|
2019
Q4 | $203K | Buy |
+862
| New | +$203K | 0.04% | 336 |
|
|
2018
Q1 | – | Sell |
-108
| Closed | -$18K | – | 386 |
|
|
2017
Q4 | $18K | Buy |
+108
| New | +$18K | ﹤0.01% | 903 |
|