EWM
Endurance Wealth Management’s Air Products & Chemicals APD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $2.61M | Sell |
8,706
-575
| -6% | -$172K | 0.36% | 60 |
|
2023
Q1 | $2.67M | Buy |
9,281
+40
| +0.4% | +$11.5K | 0.38% | 58 |
|
2022
Q4 | $2.85M | Sell |
9,241
-295
| -3% | -$90.9K | 0.43% | 52 |
|
2022
Q3 | $2.22M | Buy |
9,536
+178
| +2% | +$41.4K | 0.37% | 60 |
|
2022
Q2 | $2.25M | Sell |
9,358
-12
| -0.1% | -$2.89K | 0.34% | 65 |
|
2022
Q1 | $2.34M | Sell |
9,370
-4,190
| -31% | -$1.05M | 0.3% | 66 |
|
2021
Q4 | $4.13M | Sell |
13,560
-1,076
| -7% | -$327K | 0.44% | 60 |
|
2021
Q3 | $3.75M | Buy |
14,636
+3,951
| +37% | +$1.01M | 0.42% | 65 |
|
2021
Q2 | $3.07M | Buy |
10,685
+520
| +5% | +$150K | 0.34% | 71 |
|
2021
Q1 | $2.86M | Buy |
10,165
+4,500
| +79% | +$1.27M | 0.34% | 73 |
|
2020
Q4 | $1.55M | Buy |
5,665
+5,615
| +11,230% | +$1.53M | 0.2% | 86 |
|
2020
Q3 | $15K | Hold |
50
| – | – | ﹤0.01% | 428 |
|
2020
Q2 | $12K | Hold |
50
| – | – | ﹤0.01% | 450 |
|
2020
Q1 | $10K | Hold |
50
| – | – | ﹤0.01% | 425 |
|
2019
Q4 | $12K | Hold |
50
| – | – | ﹤0.01% | 407 |
|
2019
Q3 | $11K | Hold |
50
| – | – | ﹤0.01% | 410 |
|
2019
Q2 | $11K | Hold |
50
| – | – | ﹤0.01% | 381 |
|
2019
Q1 | $10K | Hold |
50
| – | – | ﹤0.01% | 381 |
|
2018
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 378 |
|
2018
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 407 |
|
2018
Q2 | $8K | Hold |
50
| – | – | ﹤0.01% | 411 |
|
2018
Q1 | $8K | Hold |
50
| – | – | ﹤0.01% | 437 |
|
2017
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 424 |
|
2017
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 417 |
|
2017
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 433 |
|
2017
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 435 |
|
2016
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 414 |
|
2016
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 411 |
|
2016
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 406 |
|
2016
Q1 | $7 | Hold |
50
| – | – | ﹤0.01% | 411 |
|
2015
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 428 |
|
2015
Q3 | $7K | Sell |
50
-75
| -60% | -$10.5K | ﹤0.01% | 426 |
|
2015
Q2 | $17K | Buy |
+125
| New | +$17K | ﹤0.01% | 367 |
|