Dorchester 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $232K | Hold |
800
| – | – | 0.05% | 132 |
|
2024
Q3 | $238K | Hold |
800
| – | – | 0.04% | 138 |
|
2024
Q2 | $206K | Buy |
+800
| New | +$206K | 0.04% | 148 |
|
2024
Q1 | – | Sell |
-800
| Closed | -$219K | – | 167 |
|
2023
Q4 | $219K | Hold |
800
| – | – | 0.04% | 143 |
|
2023
Q3 | $227K | Hold |
800
| – | – | 0.05% | 138 |
|
2023
Q2 | $240K | Hold |
800
| – | – | 0.05% | 128 |
|
2023
Q1 | $230K | Buy |
+800
| New | +$230K | 0.05% | 141 |
|
2022
Q2 | – | Sell |
-800
| Closed | -$250K | – | 156 |
|
2022
Q1 | $250K | Buy |
+800
| New | +$250K | 0.04% | 143 |
|