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 |
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|
2020
Q2 | $376K | Sell |
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|
2020
Q1 | $371K | Sell |
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|
2019
Q4 | $480K | Hold |
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|
2019
Q3 | $453K | Hold |
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|
2019
Q2 | $462K | Sell |
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|
2019
Q1 | $416K | Sell |
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|
2018
Q4 | $825K | Sell |
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|
2018
Q3 | $937K | Sell |
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|
2018
Q2 | $883K | Buy |
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|
2018
Q1 | $895K | Buy |
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|
2017
Q4 | $919K | Sell |
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|
2017
Q3 | $863K | Buy |
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|
2017
Q2 | $815K | Buy |
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|
2017
Q1 | $751K | Sell |
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|
2016
Q4 | $968K | Sell |
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|
2016
Q3 | $1.02M | Sell |
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|
2016
Q2 | $987K | Sell |
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|
2016
Q1 | $1.22M | Buy |
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|
2015
Q4 | $712K | Buy |
|