Capital Planning Advisors’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,200
| Closed | -$2.05M | – | 136 |
|
|
2022
Q1 | $2.05M | Sell |
8,200
-845
| -9% | -$211K | 0.44% | 59 |
|
|
2021
Q4 | $2.75M | Buy |
9,045
+252
| +3% | +$76.7K | 0.52% | 47 |
|
|
2021
Q3 | $2.25M | Sell |
8,793
-566
| -6% | -$145K | 0.47% | 54 |
|
|
2021
Q2 | $2.69M | Buy |
9,359
+450
| +5% | +$129K | 0.55% | 49 |
|
|
2021
Q1 | $2.51M | Buy |
8,909
+2,316
| +35% | +$651K | 0.56% | 47 |
|
|
2020
Q4 | $1.8M | Buy |
6,593
+2,044
| +45% | +$558K | 0.44% | 54 |
|
|
2020
Q3 | $1.36M | Buy |
4,549
+452
| +11% | +$135K | 0.37% | 61 |
|
|
2020
Q2 | $989K | Buy |
+4,097
| New | +$989K | 0.29% | 66 |
|