Charles Schwab Trust’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 |
-800
| Closed | -$200K | – | 148 |
|
|
2022
Q1 | $200K | Sell |
800
-55
| -6% | -$13.8K | 0.04% | 152 |
|
|
2021
Q4 | $260K | Hold |
855
| – | – | 0.04% | 153 |
|
|
2021
Q3 | $219K | Hold |
855
| – | – | 0.04% | 170 |
|
|
2021
Q2 | $246K | Hold |
855
| – | – | 0.05% | 173 |
|
|
2021
Q1 | $244K | Sell |
855
-49
| -5% | -$14K | 0.05% | 167 |
|
|
2020
Q4 | $247K | Buy |
+904
| New | +$247K | 0.06% | 170 |
|