Concert Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,697
| Closed | -$244K | – | 170 |
|
|
2017
Q1 | $244K | Sell |
1,697
-61
| -3% | -$8.77K | 0.06% | 407 |
|
|
2016
Q4 | $253K | Sell |
1,758
-722
| -29% | -$104K | 0.06% | 397 |
|
|
2016
Q3 | $346K | Buy |
2,480
+26
| +1% | +$3.63K | 0.04% | 450 |
|
|
2016
Q2 | $324K | Sell |
2,454
-49
| -2% | -$6.47K | 0.04% | 435 |
|
|
2016
Q1 | $334K | Sell |
2,503
-17
| -0.7% | -$2.27K | 0.04% | 429 |
|
|
2015
Q4 | $304K | Buy |
2,520
+3
| +0.1% | +$362 | 0.04% | 470 |
|
|
2015
Q3 | $297K | Sell |
2,517
-282
| -10% | -$33.3K | 0.04% | 483 |
|
|
2015
Q2 | $354K | Buy |
+2,799
| New | +$354K | 0.05% | 449 |
|
|
2015
Q1 | – | Sell |
-2,539
| Closed | -$339K | – | 492 |
|
|
2014
Q4 | $339K | Buy |
+2,539
| New | +$339K | 0.05% | 415 |
|