Cedar Brook Financial Partners’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-855
| Closed | -$207K | – | 45 |
|
|
2024
Q1 | $207K | Sell |
855
-91
| -10% | -$22.1K | 0.04% | 416 |
|
|
2023
Q4 | $250K | Sell |
946
-74
| -7% | -$19.6K | 0.06% | 333 |
|
|
2023
Q3 | $289K | Buy |
1,020
+72
| +8% | +$20.4K | 0.08% | 263 |
|
|
2023
Q2 | $284K | Buy |
948
+209
| +28% | +$62.6K | 0.07% | 293 |
|
|
2023
Q1 | $212K | Sell |
739
-143
| -16% | -$41.1K | 0.05% | 353 |
|
|
2022
Q4 | $272K | Buy |
+882
| New | +$272K | 0.08% | 282 |
|
|
2022
Q1 | – | Sell |
-702
| Closed | -$214K | – | 381 |
|
|
2021
Q4 | $214K | Buy |
+702
| New | +$214K | 0.05% | 346 |
|