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Compass Ion Advisors’s Air Products & Chemicals APD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,718
Closed -$1.29M 228
2023
Q4
$1.29M Sell
4,718
-529
-10% -$145K 0.2% 73
2023
Q3
$1.49M Buy
+5,247
New +$1.49M 0.26% 59