Energy Opportunities 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.09M | Sell |
3,520
-190
| -5% | -$58.6K | 3.15% | 15 |
|
|
2022
Q3 | $863K | Hold |
3,710
| – | – | 2.78% | 18 |
|
|
2022
Q2 | $892K | Sell |
3,710
-370
| -9% | -$89K | 2.55% | 18 |
|
|
2022
Q1 | $1.02M | Buy |
4,080
+1,740
| +74% | +$435K | 2.43% | 17 |
|
|
2021
Q4 | $712K | Sell |
2,340
-690
| -23% | -$210K | 2.11% | 23 |
|
|
2021
Q3 | $776K | Hold |
3,030
| – | – | 2% | 25 |
|
|
2021
Q2 | $872K | Sell |
3,030
-2,375
| -44% | -$683K | 2.22% | 21 |
|
|
2021
Q1 | $1.52M | Sell |
5,405
-2,133
| -28% | -$600K | 3.83% | 7 |
|
|
2020
Q4 | $2.06M | Buy |
7,538
+898
| +14% | +$245K | 5.53% | 5 |
|
|
2020
Q3 | $1.98M | Hold |
6,640
| – | – | 7.2% | 3 |
|
|
2020
Q2 | $1.6M | Hold |
6,640
| – | – | 6.35% | 2 |
|
|
2020
Q1 | $1.33M | Buy |
6,640
+280
| +4% | +$55.9K | 7.42% | 2 |
|
|
2019
Q4 | $1.5M | Hold |
6,360
| – | – | 3.88% | 10 |
|
|
2019
Q3 | $1.41M | Sell |
6,360
-95
| -1% | -$21.1K | 4.06% | 9 |
|
|
2019
Q2 | $1.46M | Hold |
6,455
| – | – | 3.65% | 9 |
|
|
2019
Q1 | $1.23M | Sell |
6,455
-4,725
| -42% | -$903K | 2.86% | 14 |
|
|
2018
Q4 | $1.79M | Buy |
+11,180
| New | +$1.79M | 3.15% | 13 |
|