CrestPoint Capital 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
Q1 | – | Sell |
-1,800
| Closed | -$259K | – | 212 |
|
|
2016
Q4 | $259K | Sell |
1,800
-2,848
| -61% | -$410K | 0.13% | 191 |
|
|
2016
Q3 | $646K | Sell |
4,648
-325
| -7% | -$45.2K | 0.33% | 103 |
|
|
2016
Q2 | $653K | Hold |
4,973
| – | – | 0.35% | 111 |
|
|
2016
Q1 | $663K | Sell |
4,973
-3,135
| -39% | -$418K | 0.36% | 105 |
|
|
2015
Q4 | $976K | Hold |
8,108
| – | – | 0.55% | 62 |
|
|
2015
Q3 | $957K | Buy |
+8,108
| New | +$957K | 0.55% | 66 |
|
|
2014
Q2 | – | Sell |
-5,189
| Closed | -$571K | – | 214 |
|
|
2014
Q1 | $571K | Hold |
5,189
| – | – | 0.35% | 108 |
|
|
2013
Q4 | $537K | Buy |
+5,189
| New | +$537K | 0.36% | 102 |
|