Charter Oak Capital Management’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
Q3 | – | Sell |
-258
| Closed | -$62K | – | 202 |
|
|
2022
Q2 | $62K | Hold |
258
| – | – | 0.01% | 299 |
|
|
2022
Q1 | $64K | Hold |
258
| – | – | 0.01% | 320 |
|
|
2021
Q4 | $78K | Hold |
258
| – | – | 0.01% | 285 |
|
|
2021
Q3 | $66K | Hold |
258
| – | – | 0.01% | 292 |
|
|
2021
Q2 | $74K | Hold |
258
| – | – | 0.01% | 271 |
|
|
2021
Q1 | $73K | Hold |
258
| – | – | 0.01% | 272 |
|
|
2020
Q4 | $70K | Buy |
+258
| New | +$70K | 0.01% | 254 |
|