Confluence Wealth Management’s Air Products & Chemicals APD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$453K Buy
2020
Q2
$376K Sell
2020
Q1
$371K Sell
2019
Q4
$480K Hold
2019
Q3
$453K Hold
2019
Q2
$462K Sell
2019
Q1
$416K Sell
2018
Q4
$825K Sell
2018
Q3
$937K Sell
2018
Q2
$883K Buy
2018
Q1
$895K Buy
2017
Q4
$919K Sell
2017
Q3
$863K Buy
2017
Q2
$815K Buy
2017
Q1
$751K Sell
2016
Q4
$968K Sell
2016
Q3
$1.02M Sell
2016
Q2
$987K Sell
2016
Q1
$1.22M Buy
2015
Q4
$712K Buy