Disciplined Investments’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15
| Closed | -$4.49K | – | 197 |
|
|
2023
Q2 | $4.49K | Buy |
15
+1
| +7% | +$300 | ﹤0.01% | 435 |
|
|
2023
Q1 | $4.02K | Hold |
14
| – | – | ﹤0.01% | 470 |
|
|
2022
Q4 | $4.32K | Sell |
14
-1
| -7% | -$308 | ﹤0.01% | 426 |
|
|
2022
Q3 | $3K | Sell |
15
-2
| -12% | -$400 | ﹤0.01% | 490 |
|
|
2022
Q2 | $4K | Buy |
17
+4
| +31% | +$941 | ﹤0.01% | 465 |
|
|
2022
Q1 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 538 |
|
|
2020
Q4 | – | Sell |
-251
| Closed | -$75K | – | 316 |
|
|
2020
Q3 | $75K | Hold |
251
| – | – | 0.06% | 133 |
|
|
2020
Q2 | $61K | Hold |
251
| – | – | 0.05% | 149 |
|
|
2020
Q1 | $50K | Hold |
251
| – | – | 0.05% | 152 |
|
|
2019
Q4 | $59K | Buy |
+251
| New | +$59K | 0.05% | 152 |
|