CWM
Confluence Wealth Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $453K | Buy |
2,042
+483
| +31% | +$107K | 0.22% | 88 |
|
|
2020
Q2 | $376K | Sell |
1,559
-300
| -16% | -$72.4K | 0.18% | 87 |
|
|
2020
Q1 | $371K | Sell |
1,859
-183
| -9% | -$36.5K | 0.21% | 86 |
|
|
2019
Q4 | $480K | Hold |
2,042
| – | – | 0.22% | 85 |
|
|
2019
Q3 | $453K | Hold |
2,042
| – | – | 0.22% | 88 |
|
|
2019
Q2 | $462K | Sell |
2,042
-136
| -6% | -$30.8K | 0.23% | 85 |
|
|
2019
Q1 | $416K | Sell |
2,178
-2,978
| -58% | -$569K | 0.21% | 89 |
|
|
2018
Q4 | $825K | Sell |
5,156
-455
| -8% | -$72.8K | 0.46% | 54 |
|
|
2018
Q3 | $937K | Sell |
5,611
-57
| -1% | -$9.52K | 0.49% | 53 |
|
|
2018
Q2 | $883K | Buy |
5,668
+37
| +0.7% | +$5.76K | 0.47% | 54 |
|
|
2018
Q1 | $895K | Buy |
5,631
+31
| +0.6% | +$4.93K | 0.46% | 54 |
|
|
2017
Q4 | $919K | Sell |
5,600
-105
| -2% | -$17.2K | 0.44% | 56 |
|
|
2017
Q3 | $863K | Buy |
5,705
+11
| +0.2% | +$1.66K | 0.42% | 59 |
|
|
2017
Q2 | $815K | Buy |
5,694
+141
| +3% | +$20.2K | 0.39% | 59 |
|
|
2017
Q1 | $751K | Sell |
5,553
-1,176
| -17% | -$159K | 0.37% | 61 |
|
|
2016
Q4 | $968K | Sell |
6,729
-53
| -0.8% | -$7.62K | 0.48% | 49 |
|
|
2016
Q3 | $1.02M | Sell |
6,782
-168
| -2% | -$25.3K | 0.49% | 51 |
|
|
2016
Q2 | $987K | Sell |
6,950
-1,527
| -18% | -$217K | 0.49% | 53 |
|
|
2016
Q1 | $1.22M | Buy |
8,477
+3,008
| +55% | +$433K | 0.55% | 48 |
|
|
2015
Q4 | $712K | Buy |
+5,469
| New | +$712K | 0.35% | 70 |
|