Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-125
| Closed | -$30K | – | 213 |
|
|
2022
Q2 | $30K | Sell |
125
-64
| -34% | -$15.4K | 0.01% | 263 |
|
|
2022
Q1 | $47K | Buy |
189
+75
| +66% | +$18.7K | 0.01% | 220 |
|
|
2021
Q4 | $34K | Buy |
+114
| New | +$34K | 0.01% | 201 |
|
|
2021
Q1 | – | Sell |
-34
| Closed | -$9K | – | 116 |
|
|
2020
Q4 | $9K | Buy |
+34
| New | +$9K | 0.01% | 256 |
|