CWA
Clarus Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,087
| Closed | -$322K | – | 133 |
|
|
2020
Q3 | $322K | Sell |
1,087
-158
| -13% | -$46.8K | 0.25% | 90 |
|
|
2020
Q2 | $330K | Buy |
1,245
+84
| +7% | +$22.3K | 0.28% | 80 |
|
|
2020
Q1 | $217K | Sell |
1,161
-45
| -4% | -$8.41K | 0.22% | 106 |
|
|
2019
Q4 | $282K | Sell |
1,206
-302
| -20% | -$70.6K | 0.19% | 110 |
|
|
2019
Q3 | $334K | Buy |
1,508
+691
| +85% | +$153K | 0.24% | 90 |
|
|
2019
Q2 | $185K | Buy |
817
+4
| +0.5% | +$906 | 0.13% | 124 |
|
|
2019
Q1 | $155K | Buy |
813
+5
| +0.6% | +$953 | 0.12% | 134 |
|
|
2018
Q4 | $129K | Buy |
808
+4
| +0.5% | +$639 | 0.2% | 131 |
|
|
2018
Q3 | $134K | Sell |
804
-225
| -22% | -$37.5K | 0.09% | 177 |
|
|
2018
Q2 | $164K | Buy |
+1,029
| New | +$164K | 0.12% | 140 |
|